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Share Name | Share Symbol | Market | Type |
---|---|---|---|
Goosehead Insurance Inc | NASDAQ:GSHD | NASDAQ | Common Stock |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
2.34 | 4.40% | 55.50 | 52.00 | 58.00 | 55.72 | 52.75 | 52.75 | 788,743 | 22:30:00 |
1. |
Names of Reporting Persons.
Mark E. Jones
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
681,884
|
|||||||||
8. |
Shared Voting Power
15,862,065
|
||||||||||
9. |
Sole Dispositive Power
681,884
|
||||||||||
10 |
Shared Dispositive Power
15,862,065
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
16,543,949 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
47.11%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN, OO (Trustee)
|
1. |
Names of Reporting Persons.
Robyn Jones
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
466,139
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
466,139
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
466,139 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
1.33%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
The Mark and Robyn Jones Descendants Trust 2014
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
10,217,927
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
10,217,927
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
10,217,927 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
29.10%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1. |
Names of Reporting Persons.
The Lanni Elaine Romney Family Trust 2014
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
279,534
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
279,534
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
279,534 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.80%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1. |
Names of Reporting Persons.
The Lindy Jean Langston Family Trust 2014
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
297,734
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
297,734
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
297,734 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.85%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1. |
Names of Reporting Persons.
The Camille LaVaun Peterson Family Trust 2014
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
290,434
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
290,434
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
290,434 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.83%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1. |
Names of Reporting Persons.
The Desiree Robyn Coleman Family Trust 2014
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
295,834
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
295,834
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
295,834 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.84%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1. |
Names of Reporting Persons.
The Adrienne Morgan Jones Family Trust 2014
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
297,734
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
297,734
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
297,734 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.85%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1. |
Names of Reporting Persons.
The Mark Evan Jones, Jr. Family Trust 2014
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
297,734
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
297,734
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
297,734 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.85%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1. |
Names of Reporting Persons.
Serena Jones
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
Canada
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
727,031
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
727,031
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
727,031 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
2.07%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
Lanni Romney
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
202,791
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
202,791
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
202,791 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.58%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
Lindy Langston
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
255,079
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
255,079
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
255,079 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.73%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
Camille Peterson
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
343,144
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
343,144
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
343,144 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.98%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
Desiree Coleman
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
358,557
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
358,557
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
358,557 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
1.02%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
Adrienne Jones
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
486,557
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
486,557
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
486,557 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
1.39%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
Mark E. Jones, Jr.
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
375,553
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
375,553
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
375,553 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
1.07%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
P. Ryan Langston
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
0
|
|||||||||
8. |
Shared Voting Power
45,005
|
||||||||||
9. |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
45,005
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
45,005 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.13%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1 |
Names of Reporting Persons.
SLJ Dynasty Trust
|
||||||||||
2 |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3 |
SEC Use Only
|
||||||||||
4 |
Source of Funds (See Instructions)
OO
|
||||||||||
5 |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6 |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7 |
Sole Voting Power
0
|
|||||||||
8 |
Shared Voting Power
97,943
|
||||||||||
9 |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
97,943
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
97,943 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.28%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1 |
Names of Reporting Persons.
Jones 2020 Irrevocable Trust
|
||||||||||
2 |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3 |
SEC Use Only
|
||||||||||
4 |
Source of Funds (See Instructions)
OO
|
||||||||||
5 |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6 |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7 |
Sole Voting Power
0
|
|||||||||
8 |
Shared Voting Power
82,005
|
||||||||||
9 |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
82,005
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
82,005 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.23%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1 |
Names of Reporting Persons.
Lindy Langston Spousal Lifetime Access Trust
|
||||||||||
2 |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3 |
SEC Use Only
|
||||||||||
4 |
Source of Funds (See Instructions)
OO
|
||||||||||
5 |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6 |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7 |
Sole Voting Power
0
|
|||||||||
8 |
Shared Voting Power
90,270
|
||||||||||
9 |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
90,270
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
90,270 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.26%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1 |
Names of Reporting Persons.
Lanni Romney Spousal Lifetime Access Trust
|
||||||||||
2 |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3 |
SEC Use Only
|
||||||||||
4 |
Source of Funds (See Instructions)
OO
|
||||||||||
5 |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6 |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7 |
Sole Voting Power
0
|
|||||||||
8 |
Shared Voting Power
88,704
|
||||||||||
9 |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
88,704
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
88,704 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.25%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1 |
Names of Reporting Persons.
Nathan Scott Romney
|
||||||||||
2 |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3 |
SEC Use Only
|
||||||||||
4 |
Source of Funds (See Instructions)
OO
|
||||||||||
5 |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6 |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7 |
Sole Voting Power
0
|
|||||||||
8 |
Shared Voting Power
5
|
||||||||||
9 |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
5
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
5 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
—%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1 |
Names of Reporting Persons.
Nathan Romney 2021 Family Trust
|
||||||||||
2 |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3 |
SEC Use Only
|
||||||||||
4 |
Source of Funds (See Instructions)
OO
|
||||||||||
5 |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6 |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7 |
Sole Voting Power
0
|
|||||||||
8 |
Shared Voting Power
82,500
|
||||||||||
9 |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
82,500
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
82,500 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.23%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1 |
Names of Reporting Persons.
Ryan Langston 2021 Family Trust
|
||||||||||
2 |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3 |
SEC Use Only
|
||||||||||
4 |
Source of Funds (See Instructions)
OO
|
||||||||||
5 |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6 |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7 |
Sole Voting Power
0
|
|||||||||
8 |
Shared Voting Power
82,500
|
||||||||||
9 |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
82,500
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
82,500 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.23%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1 |
Names of Reporting Persons.
The CP Descendants' Trust
|
||||||||||
2 |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☒ (b) ☐
|
||||||||||
3 |
SEC Use Only
|
||||||||||
4 |
Source of Funds (See Instructions)
OO
|
||||||||||
5 |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6 |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7 |
Sole Voting Power
0
|
|||||||||
8 |
Shared Voting Power
101,351
|
||||||||||
9 |
Sole Dispositive Power
0
|
||||||||||
10 |
Shared Dispositive Power
101,351
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
101,351 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.29%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
OO (Trust)
|
1. |
Names of Reporting Persons.
Michael Moxley
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☐ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
118,675
|
|||||||||
8. |
Shared Voting Power
0
|
||||||||||
9. |
Sole Dispositive Power
118,675
|
||||||||||
10 |
Shared Dispositive Power
0
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
118,675 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.32%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
1. |
Names of Reporting Persons.
Drew Burks
|
||||||||||
2. |
Check the Appropriate Box if a Member of a Group (See Instructions)
(a) ☐ (b) ☐
|
||||||||||
3. |
SEC Use Only
|
||||||||||
4. |
Source of Funds (See Instructions)
OO
|
||||||||||
5. |
Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ☐
|
||||||||||
6. |
Citizenship or Place of Organization
U.S.A.
|
||||||||||
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
7. |
Sole Voting Power
64,834
|
|||||||||
8. |
Shared Voting Power
0
|
||||||||||
9. |
Sole Dispositive Power
64,834
|
||||||||||
10 |
Shared Dispositive Power
0
|
||||||||||
11 |
Aggregate Amount Beneficially Owned by Each Reporting Person
64,834 shares of Class A Common Stock
|
||||||||||
12 |
Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ☐
|
||||||||||
13 |
Percent of Class Represented by Amount in Row (11)
0.37%
|
||||||||||
14 |
Type of Reporting Person (See Instructions)
IN
|
Name
|
Principal Occupation (at Issuer)
|
|||||||
Mark E. Jones | Chairman, Director and Chief Executive Officer | |||||||
Robyn Jones | Director and Vice Chairman | |||||||
Mark E. Jones, Jr. | Vice President - Finance | |||||||
Serena Jones | Administrative Service Agent | |||||||
P. Ryan Langston | Vice President and General Counsel | |||||||
Michael Moxley | Vice President | |||||||
Drew Burks | Chief Information Officer | |||||||
Lanni Romney | Attorney (not at Issuer) | |||||||
Camille Peterson | Entrepreneur (not at Issuer) | |||||||
Lindy Langston | Attorney (not at Issuer) | |||||||
Adrienne Jones | Dentist (not at Issuer) | |||||||
Desiree Coleman | Investor (not at Issuer) | |||||||
Nathan Romney | Dentist (not at Issuer) |
Reporting Person
|
Number of Shares of
Class A Common Stock Owned(1)
|
Percentage of Class A
Common Stock
Outstanding(2)
|
|||||||||||||||
Mark E. Jones(3)
|
681,884 |
(4)
|
1.94 | % | |||||||||||||
Robyn Jones | 466,139 | 1.33 | % | ||||||||||||||
The Mark and Robyn Jones Descendants Trust 2014 | 10,217,927 | 29.10 | % | ||||||||||||||
The Lanni Elaine Romney Family Trust 2014 | 279,534 | 0.80 | % | ||||||||||||||
The Lindy Jean Langston Family Trust 2014 | 297,734 | 0.85 | % | ||||||||||||||
The Camille LaVaun Peterson Family Trust 2014 | 290,434 | 0.83 | % | ||||||||||||||
The Desiree Robyn Coleman Family Trust 2014 | 295,834 | 0.84 | % | ||||||||||||||
The Adrienne Morgan Jones Family Trust 2014 | 297,734 | 0.85 | % | ||||||||||||||
The Mark Evan Jones, Jr. Family Trust 2014 | 297,734 | 0.85 | % | ||||||||||||||
Serena Jones | 727,031 | 2.07 | % | ||||||||||||||
Lanni Romney | 202,791 | 0.58 | % | ||||||||||||||
Lindy Langston | 255,079 | 0.73 | % | ||||||||||||||
Camille Peterson | 343,144 | 0.98 | % | ||||||||||||||
Desiree Coleman | 358,557 | 1.02 | % | ||||||||||||||
Adrienne Jones | 486,557 | 1.39 | % | ||||||||||||||
Mark E. Jones, Jr. | 375,553 | 1.07 | % | ||||||||||||||
P. Ryan Langston | 45,005 |
(5)
|
0.13 | % | |||||||||||||
Michael Moxley | 118,675 |
(6)
|
0.32 | % | |||||||||||||
Drew Burks | 64,834 |
(7)
|
0.34 | % | |||||||||||||
SLJ Dynasty Trust | 97,943 | 0.28 | % | ||||||||||||||
Jones 2020 Irrevocable Trust | 82,005 | 0.23 | % | ||||||||||||||
Lindy Langston Spousal Lifetime Access Trust | 90,270 | 0.26 | % | ||||||||||||||
Lanni Romney Spousal Lifetime Access Trust | 88,704 | 0.25 | % | ||||||||||||||
Nathan Romney | 5 | — | % | ||||||||||||||
The CP Descendants' Trust | 101,351 | 0.29 | % | ||||||||||||||
Ryan Langston 2021 Family Trust | 82,500 | 0.23 | % | ||||||||||||||
Nathan Romney 2021 Family Trust | 82,500 | 0.23 | % |
Date | Number of Shares of Class A Common Stock Sold | Weighted Average Price Per Share | ||||||||||||
5/27/2021 | 2,500 | $86.75 | ||||||||||||
5/28/2021 | 2,500 | $90.80 |
Date | Number of Shares of Class A Common Stock Sold | Weighted Average Price Per Share | ||||||||||||
5/28/2021 | 1,000 | $90.69 |
Date | Number of Shares of Class B Common Stock Transferred | Weighted Average Price Per Share | ||||||||||||
5/26/2021 | 24,193 | $86.93 | ||||||||||||
5/27/2021 | 13,144 | $87.75 | ||||||||||||
6/7/2021 | 19,207 | $92.27 | ||||||||||||
6/8/2021 | 21,605 | $95.46 | ||||||||||||
6/9/2021 | 18,079 | $92.95 | ||||||||||||
6/10/2021 | 49,139 | $92.40 | ||||||||||||
6/11/2021 | 91,970 | $93.71 |
Exhibit
|
Description
|
|||||||
1 |
Joint Filing Agreement as required by Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended (incorporated by reference to Exhibit 99.1 of the statement on Schedule 13D/A filed on behalf of the Reporting Persons with the Securities and Exchange Commission on September 18, 2020)
|
|||||||
1.1 | ||||||||
2 | ||||||||
3 | ||||||||
4 | ||||||||
5 |
Amended and Restated Voting Agreement (incorporated by reference to Exhibit 5 of the statement of Schedule 13D/A filed on behalf of the Reporting Persons with the Securities and Exchange Commission on September 18, 2020)
|
|||||||
5.1 | ||||||||
24.1 | ||||||||
24.2 | ||||||||
24.3 | ||||||||
24.4 | ||||||||
24.5 | ||||||||
24.6 | ||||||||
24.7 | ||||||||
24.8 | ||||||||
24.9 | ||||||||
24.10 | ||||||||
24.11 | ||||||||
24.12 | ||||||||
24.13 | ||||||||
24.14 | ||||||||
24.15 | ||||||||
24.16 | ||||||||
24.17 | ||||||||
24.18 | ||||||||
24.19 | ||||||||
24.20 | ||||||||
24.21 | ||||||||
24.22 | ||||||||
24.23 |
24.24 | ||||||||
24.25 | ||||||||
24.26 |
1 | /s/ Mark E. Jones | |||||||
Mark E. Jones | ||||||||
2 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Robyn Jones | ||||||||
3 | THE MARK AND ROBYN JONES DESCENDANTS TRUST 2014 | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
4 | LANNI ELAINE ROMNEY FAMILY TRUST 2014 | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
5 | LINDY JEAN LANGSTON FAMILY TRUST 2014 | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
6 | CAMILLE LAVAUN PETERSON FAMILY TRUST 2014 | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
7 | DESIREE ROBYN COLEMAN FAMILY TRUST 2014 | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
8 | ADRIENNE MORGAN JONES FAMILY TRUST 2014 | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact |
9 | MARK EVAN JONES, JR. FAMILY TRUST 2014 | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
10 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Serena Jones | ||||||||
11 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Lanni Romney | ||||||||
12 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Lindy Langston | ||||||||
13 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Camille Peterson | ||||||||
14 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Desiree Coleman | ||||||||
15 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Adrienne Jones | ||||||||
16 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Mark E. Jones Jr. | ||||||||
17 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Ryan Langston | ||||||||
18 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Michael Moxley | ||||||||
19 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Drew Burks | ||||||||
20 | SLJ DYNASTY TRUST | |||||||
By: | ||||||||
Name: | ||||||||
Title: | Attorney-in-Fact | |||||||
21 | JONES 2020 IRREVOCABLE TRUST | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
22 | LINDY LANGSTON SPOUSAL LIFETIME ACCESS TRUST | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
23 | LANNI ROMNEY SPOUSAL LIFETIME ACCESS TRUST | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
24 | /s/ Mark E. Jones, Attorney-in-Fact | |||||||
Nathan Romney | ||||||||
25 | THE CP DESCENDANTS' TRUST | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
26 | NATHAN ROMNEY 2021 FAMILY TRUST | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
27 | RYAN LANGSTON 2021 FAMILY TRUST | |||||||
By: | /s/ Mark E. Jones | |||||||
Name: | Mark E. Jones | |||||||
Title: | Attorney-in-Fact | |||||||
1 Year Goosehead Insurance Chart |
1 Month Goosehead Insurance Chart |
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