Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | President & COO · 10% owner · Member of 10% owner group | May 15, 2026 | May 15, 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 May 15, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,014 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Purchase · Acquired 2,650 · Balance 7,014 |
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 15, 2026 22:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 2,650 | $37.50 | $99,375.00 |
DisclosureSEC source: 0001737782-26-000006 · wk-form4_1778883271.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · President & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,014 Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 21:30 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 50,000 | $0.00 Strike: $49.12 | $0.00 |
DisclosureSEC source: 0001737782-26-000004 · wk-form4_1776893405.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · President & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2036-04-20 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:06 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 90,000 | $0.00 Strike: $77.18 | $0.00 |
DisclosureSEC source: 0001737782-26-000002 · wk-form4_1767737161.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Class A Common Stock · 90,000 shares Expires 2036-01-02 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 866 | $74.44 | $64,465.04 |
DisclosureSEC source: 0001726978-25-000143 · wk-form4_1761771045.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,364 Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 7 | $74.45 | $521.15 |
DisclosureSEC source: 0001726978-25-000143 · wk-form4_1761771045.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,498 Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 21:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 20,000 | $0.00 Strike: $95.27 | $0.00 |
DisclosureSEC source: 0001726978-25-000132 · wk-form4_1756416785.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2035-08-26 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan). Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 21:11 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 1,149 | $86.08 | $98,905.92 |
DisclosureSEC source: 0001726978-25-000106 · wk-form4_1753909870.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,491 Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 01:35 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 1,010 | $118.02 | $119,200.20 |
DisclosureSEC source: 0001726978-25-000021 · wk-form4_1741138517.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,342 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 23:55 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 45,000 | $0.00 Strike: $115.72 | $0.00 |
DisclosureSEC source: 0001726978-25-000005 · wk-form4_1736207743.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 Underlying: Class A Common Stock · 45,000 shares Expires 2035-01-02 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' option award agreement or the issuer's omnibus incentive plan). Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 23:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | PurchaseClass A Common Stock | 1,332 | $74.86 | $99,713.52 |
DisclosureSEC source: 0001726978-24-000021 · wk-form4_1709076021.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,332 Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 23:17 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 65,000 | $0.00 Strike: $80.97 | $0.00 |
DisclosureSEC source: 0001726978-24-000001 · wk-form4_1704323841.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,000 Underlying: Class A Common Stock · 65,000 shares Expires 2034-01-02 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones' employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones' option award agreement or the issuer's omnibus incentive plan). Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:14 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GrantEmployee Stock Options (right to buy) · Derivative | 35,000 | $0.00 Strike: $38.78 | $0.00 |
DisclosureSEC source: 0001726978-23-000001 · wf-form4_167287044819887.xml · derivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Class A Common Stock · 35,000 shares Expires 2033-01-03 F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second and third anniversaries of the grant date; provided that, all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the issuer's omnibus incentive plan), Mr. Jones Jr's employment is terminated without "cause" or for "good reason" (each as defined in either Mr. Jones Jr's option award agreement or the issuer's omnibus incentive plan). Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 15,412 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · derivative · entry 12 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,553 Underlying: Class A Common Stock · 15,412 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. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,300 | $43.40 | $143,220.00 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 9 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct 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 $43.25 to $43.52, 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 |
| November 11, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 6,751 | $42.45 | $286,579.95 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 8 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.16 to $42.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,361 | $41.78 | $223,982.58 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 7 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,051 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.13 to $42.09, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 15,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 6 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,412 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 11, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 15,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 5 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,553 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 69,501 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · derivative · entry 11 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,965 Underlying: Class A Common Stock · 69,501 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. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 18,858 | $41.12 | $775,440.96 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 4 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $41.22, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 50,643 | $40.41 | $2,046,483.63 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 3 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,858 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 69,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,501 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 10, 2022 Filed Nov 14, 2022 22:29 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 69,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000131 · wf-form4_166846494870151.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,965 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 04, 2022 Filed Nov 4, 2022 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 323 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000129 · wf-form4_166759447040488.xml · derivative · entry 9 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,466 Underlying: Class A Common Stock · 323 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| November 04, 2022 Filed Nov 4, 2022 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 323 | $40.00 | $12,920.00 |
DisclosureSEC source: 0001726978-22-000129 · wf-form4_166759447040488.xml · nonDerivative · entry 6 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 04, 2022 Filed Nov 4, 2022 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000129 · wf-form4_166759447040488.xml · nonDerivative · entry 5 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323 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 04, 2022 Filed Nov 4, 2022 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000129 · wf-form4_166759447040488.xml · nonDerivative · entry 4 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,466 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 03, 2022 Filed Nov 4, 2022 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 42 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000129 · wf-form4_166759447040488.xml · derivative · entry 8 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,789 Underlying: Class A Common Stock · 42 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F1 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 42 | $40.00 | $1,680.00 |
DisclosureSEC source: 0001726978-22-000129 · wf-form4_166759447040488.xml · nonDerivative · entry 3 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000129 · wf-form4_166759447040488.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42 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 03, 2022 Filed Nov 4, 2022 20:41 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000129 · wf-form4_166759447040488.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,789 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 02, 2022 Filed Nov 3, 2022 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 791 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000127 · wf-form4_166750862997980.xml · derivative · entry 9 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,831 Underlying: Class A Common Stock · 791 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| November 02, 2022 Filed Nov 3, 2022 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 791 | $40.15 | $31,756.12 |
DisclosureSEC source: 0001726978-22-000127 · wf-form4_166750862997980.xml · nonDerivative · entry 6 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.00 to $40.34, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 02, 2022 Filed Nov 3, 2022 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 791 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000127 · wf-form4_166750862997980.xml · nonDerivative · entry 5 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791 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 02, 2022 Filed Nov 3, 2022 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 791 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000127 · wf-form4_166750862997980.xml · nonDerivative · entry 4 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,831 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 01, 2022 Filed Nov 3, 2022 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 13,931 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000127 · wf-form4_166750862997980.xml · derivative · entry 8 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,622 Underlying: Class A Common Stock · 13,931 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 13,931 | $40.71 | $567,110.11 |
DisclosureSEC source: 0001726978-22-000127 · wf-form4_166750862997980.xml · nonDerivative · entry 3 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.53 to $40.86, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 13,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000127 · wf-form4_166750862997980.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,931 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 01, 2022 Filed Nov 3, 2022 20:50 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 13,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000127 · wf-form4_166750862997980.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,622 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 |
| August 16, 2022 Filed Aug 17, 2022 20:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000100 · wf-form4_166076759944356.xml · derivative · entry 5 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,553 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| August 16, 2022 Filed Aug 17, 2022 20:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 10,000 | $70.43 | $704,300.00 |
DisclosureSEC source: 0001726978-22-000100 · wf-form4_166076759944356.xml · nonDerivative · entry 3 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.94, 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 |
| August 16, 2022 Filed Aug 17, 2022 20:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000100 · wf-form4_166076759944356.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| August 16, 2022 Filed Aug 17, 2022 20:20 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000100 · wf-form4_166076759944356.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,553 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2022 Filed Aug 16, 2022 00:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000098 · wf-form4_166060868267747.xml · derivative · entry 5 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,553 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| August 11, 2022 Filed Aug 16, 2022 00:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 10,000 | $65.23 | $652,307.00 |
DisclosureSEC source: 0001726978-22-000098 · wf-form4_166060868267747.xml · nonDerivative · entry 3 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 o $65.54, 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 |
| August 11, 2022 Filed Aug 16, 2022 00:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000098 · wf-form4_166060868267747.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| August 11, 2022 Filed Aug 16, 2022 00:13 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000098 · wf-form4_166060868267747.xml · nonDerivative · entry 1 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,553 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 21:19 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,398 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000093 · wf-form4_165964785116170.xml · derivative · entry 5 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,553 Underlying: Class A Common Stock · 4,398 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC units do not expire. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 21:19 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,398 | $60.11 | $264,343.99 |
DisclosureSEC source: 0001726978-22-000093 · wf-form4_165964785116170.xml · nonDerivative · entry 3 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.36 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 |
| August 03, 2022 Filed Aug 4, 2022 21:19 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-22-000093 · wf-form4_165964785116170.xml · nonDerivative · entry 2 Jones Mark E. Jr. · CIK 0001737782 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,398 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.