person · Reporting owner
Jones Robyn Mary Elizabeth
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | Director · 10% owner · Member of 10% owner group | August 27, 2026 | August 31, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Goosehead Insurance, Inc.
Report date August 27, 2026 · Filed August 31, 2026
Jointly reported with Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 6,645,180 |
Reported balance
After 2026-08-27 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-08-27 · Gift · Disposed 100,000 · Balance 6,645,180 F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. |
| Class B Common StockSEC Table I · non-derivative | Direct | 182,349 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 182,349 F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer. |
| Class B Common StockSEC Table I · non-derivative | Direct | 132,349 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 132,349 F3: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,645,180 |
Reported balance
After 2026-08-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-27 · Gift · Disposed 100,000 · Balance 6,645,180 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 182,349 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 182,349 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 132,349 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 132,349 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F3: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,766,355 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,766,355 F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 1,766,355 |
Reported balance
Holding disclosure · report date 2026-08-27 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,766,355 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.
F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.
F3: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.
F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.
F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 29, 2018 Filed Nov 30, 2018 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000034 · wf-form4_154362138652522.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: 1,750,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 23:43 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000034 · wf-form4_154362138652522.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: 15,187,026 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 |
| November 13, 2018 Filed Nov 15, 2018 20:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 1,817 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-18-000024 · wf-form4_154231338646404.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 Mark and Robyn Jones Descendants Trust 2014 Disclosed balance after: 15,188,926 Underlying: Class A Common Stock · 1,817 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, and held in trust for which the reporting person serves as trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000024 · wf-form4_154231338646404.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 F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, and held in trust for which the reporting person serves as trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000024 · wf-form4_154231338646404.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: 1,750,098 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, and held in trust for which the reporting person serves as trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 20:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 1,817 | $27.03 | $49,110.78 |
DisclosureSEC source: 0001726978-18-000024 · wf-form4_154231338646404.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: 15,188,926 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, and held in trust for which the reporting person serves as trustee and of which immediate family members of the reporting person are beneficiaries. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 18 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Mark Evan Jones, Jr. Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 17 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Adrienne Morgan Jones Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 16 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Desiree Robyn Coleman Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 15 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Camille LaVaun Peterson Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 14 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Lindy Jean Langston Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 297,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 13 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Lanni Elaine Romney Family Trust 2014 Disclosed balance after: 297,734 Underlying: Class A Common Stock · 297,734 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 13,404,339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 12 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: 13,404,339 Underlying: Class A Common Stock · 13,404,339 shares Expires not disclosed F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantLLC Units in Goosehead Financial, LLC · Derivative | 171,633 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · derivative · entry 11 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,633 Underlying: Class A Common Stock · 171,633 shares Expires not disclosed F5 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Goosehead Financial. These securities do not include an equal number of LLC Units held directly by the reporting person's husband (a director and officer of the issuer) for which the reporting person disclaims beneficial ownership. 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. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 10 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Mark Evan Jones, Jr. Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 9 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · Adrienne Morgan Jones Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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 Desiree Robyn Coleman Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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 Camille LaVaun Peterson Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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 Lindy Jean Langston Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 297,734 | $0.01 | $2,977.34 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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 Lanni Elaine Romney Family Trust 2014 Disclosed balance after: 297,734 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 13,404,339 | $0.01 | $134,043.39 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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: 13,404,339 F4 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the trust in Goosehead Financial. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass B Common Stock | 171,633 | $0.01 | $1,716.33 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 3 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,633 F3 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Goosehead Financial, LLC ("Goosehead Financial"). These securities do not include an equal number of shares of Class B common stock held directly by the reporting person's husband (a director and officer of the issuer) for which the reporting person disclaims beneficial ownership. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass A Common Stock | 1,748,281 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.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: 1,748,281 F2 · shares: These securities were acquired by the trust in connection with the closing of the issuer's initial public offering, in exchange for notes of the issuer held by the trust. Read SEC document |
| May 01, 2018 Filed May 4, 2018 00:51 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantClass A Common Stock | 757,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-18-005875 · dp90669_4-rjones.xml · nonDerivative · entry 1 Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,890 F1 · shares: These securities were acquired by the reporting person in connection with the closing of the issuer's initial public offering, in exchange for notes of the issuer held by the reporting person. The reported securities do not include an equal number of shares of Class A common stock held directly by the reporting person's husband (a director and officer of the issuer) for which the reporting person disclaims beneficial ownership. 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.