Rob Jones's most recent trade in Goosehead Insurance Inc - Ordinary Shares - Class A was a trade of 13,979 Director Stock Options (right to buy) done . Disclosure was reported to the exchange on May 5, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 May 2026 | 13,979 | 13,979 | - | - | Director Stock Options (right to buy) | |
| Heritage Commerce Corp | Robertson Clay Jones | President and CEO | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Apr 2026 | 296,959 | 0 (0%) | 0% | 0 | Common Stock, No Par Value | |
| CVB Fin Corp | Robertson Clay Jones | Director, President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Apr 2026 | 244,767 | 244,767 (0%) | 0% | 0 | Common Stock | |
| Heritage Commerce Corp | Robertson Clay Jones | President and CEO | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Apr 2026 | 113,367 | 0 | - | - | Performance-Based Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | President and CEO | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Apr 2026 | 50,030 | 0 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | President and CEO | Sale or transfer of securities back to the company at price $ 0.00 per share. | 17 Apr 2026 | 48,300 | 0 | - | - | Restricted Stock Unit | |
| CVB Fin Corp | Robertson Clay Jones | Director, President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Apr 2026 | 10,000 | 254,767 (0%) | 0% | 0 | Common Stock | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Mar 2026 | 9,897 | 19,794 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Mar 2026 | 9,897 | 296,458 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2026 | 501 | 296,959 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2026 | 13,212 | 285,134 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2026 | 13,212 | 13,212 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2026 | 1,427 | 286,561 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Mar 2026 | 49,543 | 49,543 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 10.74 per share. | 05 Mar 2026 | 33,009 | 315,406 (0%) | 0% | 10.7 | 354,517 | Common Stock, No Par Value |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Mar 2026 | 33,009 | 0 | - | - | Employee Stock Option (right to buy) | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.43 per share. | 05 Mar 2026 | 28,522 | 271,922 (0%) | 0% | 12.4 | 354,528 | Common Stock, No Par Value |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 10.74 per share. | 05 Mar 2026 | 16,390 | 282,397 (0%) | 0% | 10.7 | 176,029 | Common Stock, No Par Value |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Mar 2026 | 16,390 | 0 | - | - | Employee Stock Option (right to buy) | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.43 per share. | 05 Mar 2026 | 14,962 | 300,444 (0%) | 0% | 12.4 | 185,978 | Common Stock, No Par Value |
| Spire Inc | Rob Lewis Jones | Director | Grant, award, or other acquisition of securities at price $ 85.27 per share. | 05 Feb 2026 | 1,640 | 1,640 (0%) | 0% | 85.3 | 139,843 | Common Stock |
| HCM II Acq Corp (Class A) | Robert W. Jones | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Dec 2025 | 5,865 | 5,865 | - | - | Restricted Stock Units | |
| HCM II Acq Corp (Class A) | Robert W. Jones | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Dec 2025 | 1,029 | 6,894 | - | - | Resricted Stock Units | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 15 May 2025 | 92,000 | 71,565 (0%) | 0% | 0 | Class A Common Stock | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 May 2025 | 6,586 | 6,586 | - | - | Director Stock Options (right to buy) | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 May 2025 | 10,493 | 10,492 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 May 2025 | 10,493 | 264,720 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2025 | 1,287 | 266,007 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2025 | 29,691 | 29,691 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2025 | 29,690 | 29,690 | - | - | Performance-Based Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2025 | 28,546 | 28,546 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2025 | 28,456 | 28,456 | - | - | Performance-Based Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2025 | 13,212 | 258,651 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2025 | 13,212 | 26,424 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2025 | 13,212 | 258,651 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2025 | 13,212 | 26,424 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Sale of securities on an exchange or to another person at price $ 9.73 per share. | 08 Mar 2025 | 5,145 | 254,227 (0%) | 0% | 9.7 | 50,063 | Common Stock, No Par Value |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Sale of securities on an exchange or to another person at price $ 9.73 per share. | 08 Mar 2025 | 5,145 | 254,227 (0%) | 0% | 9.7 | 50,063 | Common Stock, No Par Value |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2025 | 721 | 259,372 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2025 | 721 | 259,372 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Spire Inc | Rob Lewis Jones | Director | Grant, award, or other acquisition of securities at price $ 71.38 per share. | 07 Feb 2025 | 1,750 | 16,490 (0%) | 0% | 71.4 | 124,915 | Common Stock |
| Heritage Commerce Corp | Robertson Jones Clay | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 26 Nov 2024 | 37,050 | 0 | - | - | Employee Stock Option (right to buy) | |
| Heritage Commerce Corp | Jones Robertson Clay | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.92 per share. | 26 Nov 2024 | 37,050 | 262,428 (0%) | 0% | 4.9 | 182,286 | Common Stock, No Par Value |
| Heritage Commerce Corp | Clay Robertson Jones | Director, President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 10.73 per share. | 26 Nov 2024 | 16,989 | 245,439 (0%) | 0% | 10.7 | 182,292 | Common Stock, No Par Value |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 01 Nov 2024 | 9,100 | 163,565 (1%) | 0% | 0 | Class A Common Stock | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 23 Aug 2024 | 625 | 172,665 (1%) | 0% | 0 | Class A Common Stock | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 19 Aug 2024 | 6,000 | 173,290 (1%) | 0% | 0 | Class A Common Stock | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 13 Aug 2024 | 2,000 | 179,290 (1%) | 0% | 0 | Class A Common Stock | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 07 May 2024 | 10,000 | 10,000 | - | - | Director Stock Options (right to buy) | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 May 2024 | 10,493 | 20,985 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 May 2024 | 10,493 | 224,700 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2024 | 678 | 225,378 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2024 | 39,636 | 39,636 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2024 | 39,635 | 39,635 | - | - | Performance-Based Restricted Stock Unit | |
| Spire Inc | Lewis Jones Rob | Director | Grant, award, or other acquisition of securities at price $ 58.03 per share. | 05 Feb 2024 | 2,150 | 14,740 (0%) | 0% | 58.0 | 124,765 | Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 29 Aug 2023 | 150,000 | 181,290 (1%) | 0% | 0 | Class A Common Stock | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 3.98 per share. | 14 Jun 2023 | 19,557 | 214,207 (0%) | 0% | 4.0 | 77,837 | Common Stock, No Par Value |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 14 Jun 2023 | 19,557 | 17,493 | - | - | Employee Stock Option (right to buy) | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2023 | 31,478 | 31,478 | - | - | Restricted Stock Unit | |
| Heritage Commerce Corp | Robertson Clay Jones | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2023 | 31,477 | 31,477 | - | - | Performance-Based Restricted Stock Unit | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 May 2023 | 15,000 | 15,000 | - | - | Director Stock Options (right to buy) | |
| Spire Inc | Rob Lewis Jones | Director | Grant, award, or other acquisition of securities at price $ 75.59 per share. | 03 Feb 2023 | 1,590 | 12,590 (0%) | 0% | 75.6 | 120,188 | Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 31 Dec 2022 | 1,500 | 331,290 (2%) | 0% | 0 | Class A Common Stock | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 31 Dec 2022 | 1,000 | 331,290 (2%) | 0% | 0 | Class A Common Stock | |
| Heritage Commerce Corp | Robertson Clay Jones | EVP | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 May 2022 | 18,132 | 169,650 (0%) | 0% | 0 | Common Stock, No Par Value | |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 May 2022 | 10,000 | 10,000 | - | - | Director Stock Options (right to buy) | |
| Spire Inc | Rob Lewis Jones | Director | Grant, award, or other acquisition of securities at price $ 66.31 per share. | 01 Feb 2022 | 1,810 | 11,000 (0%) | 0% | 66.3 | 120,021 | Common Stock |
| Heritage Commerce Corp | Robertson Clay Jones | EVP | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 07 Sep 2021 | 37,050 | 0 | - | - | Employee Stock Option (right to buy) | |
| Heritage Commerce Corp | Robertson Clay Jones | EVP | Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.79 per share. | 07 Sep 2021 | 37,050 | 151,518 (0%) | 0% | 2.8 | 103,370 | Common Stock, No Par Value |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | 19 May 2021 | 26,398 | 12,428,220 (79%) | 0% | 0 | Class B Common Stock | ||
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | 19 May 2021 | 26,398 | 12,428,220 | - | - | LLC Units in Goosehead Financial, LLC | ||
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | 19 May 2021 | 26,398 | 26,398 (0%) | 0% | 0 | Class A Common Stock | ||
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 82.04 per share. | 19 May 2021 | 12,925 | 6,917 (0%) | 0% | 82.0 | 1,060,367 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 80.87 per share. | 19 May 2021 | 6,556 | 19,842 (0%) | 0% | 80.9 | 530,184 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 82.65 per share. | 19 May 2021 | 6,116 | 801 (0%) | 0% | 82.6 | 505,487 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 83.90 per share. | 19 May 2021 | 601 | 200 (0%) | 0% | 83.9 | 50,424 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 84.38 per share. | 19 May 2021 | 200 | 0 (0%) | 0% | 84.4 | 16,876 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | 18 May 2021 | 21,065 | 12,454,618 (79%) | 0% | 0 | Class B Common Stock | ||
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | 18 May 2021 | 21,065 | 21,065 (0%) | 0% | 0 | Class A Common Stock | ||
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | 18 May 2021 | 21,065 | 12,454,618 | - | - | LLC Units in Goosehead Financial, LLC | ||
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 85.94 per share. | 18 May 2021 | 16,577 | 2,888 (0%) | 0% | 85.9 | 1,424,627 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 86.71 per share. | 18 May 2021 | 2,539 | 349 (0%) | 0% | 86.7 | 220,157 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 83.58 per share. | 18 May 2021 | 850 | 20,215 (0%) | 0% | 83.6 | 71,043 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 85.02 per share. | 18 May 2021 | 750 | 19,465 (0%) | 0% | 85.0 | 63,765 | Class A Common Stock |
| Goosehead Insurance Inc (Class A) | Robyn Jones | Director, Ten Percent Owner, Member of 10% owner group | Sale of securities on an exchange or to another person at price $ 87.69 per share. | 18 May 2021 | 349 | 0 (0%) | 0% | 87.7 | 30,604 | Class A Common Stock |