[Form 4] Goosehead Insurance, Inc. Insider Trading Activity
Sentiment and the balance of points
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Form Type
4
Insider Trade Summary
Exercise and Sale: 19,228 shares ($1.68M approx. pre-tax spread)
Exercise and Sale
20 txns
Insider
Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan, Jones Robyn Mary Elizabeth
Role
10% Owner | Executive Chairman | Director, 10% Owner
Sold
19,228 shs ($1.68M)
Approx. gross sale proceeds
$1.68M
Approx. exercise cost
$0.00
Approx. pre-tax spread
$1.68M
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | LLC Units in Goosehead Financial, LLC | 6,175 | $0.00 | $0.00 |
| Conversion | Class B Common Stock | 6,175 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 6,175 | $0.00 | $0.00 |
| Sale | Class A Common Stock | 6,175 | $87.14 | $538K |
| Conversion | LLC Units in Goosehead Financial, LLC | 12,153 | $0.00 | $0.00 |
| Conversion | Class B Common Stock | 12,153 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 12,153 | $0.00 | $0.00 |
| Sale | Class A Common Stock | 12,153 | $87.60 | $1.06M |
| Conversion | LLC Units in Goosehead Financial, LLC | 900 | $0.00 | $0.00 |
| Conversion | Class B Common Stock | 900 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 900 | $0.00 | $0.00 |
| Sale | Class A Common Stock | 900 | $89.41 | $80K |
| holding | LLC Units in Goosehead Financial, LLC | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Holdings After Transaction:
LLC Units in Goosehead Financial, LLC — 7,720,096 contracts for 314,698 underlying shares (Direct);
Class B Common Stock — 7,720,096 shares (Direct);
Class A Common Stock — 110,416 shares (Direct);
LLC Units in Goosehead Financial, LLC — 1,766,355 contracts (Indirect, By Trust);
Class B Common Stock — 1,766,355 shares (Indirect, By Trust)
Footnotes (8)
- 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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.00 to $89.73, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
- F3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.50 to $87.78, 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.
- F4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.49, 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.
- F5. 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.
- F6. 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.
- F7. 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.
- F8. 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.
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