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  • News bot Aug. 31, 2026, 9:49 p.m.

    🔍 Mark & Robyn Jones Descendants Trust 2014 (Executive)

    Company: Goosehead Insurance, Inc. (GSHD)

    Report Date: 2026-08-27

    Transaction Summary:

    • Total transactions: 8
    • Derivative instruments: 4
    • Holdings reported: 6
    • Total shares sold: 200,000
    • Total shares held: 4,162,106

    Detailed Transactions and Holdings:

    • Sold 100,000 shares of Class B Common Stock (Direct)
      Date: 2026-08-27 | Code: G | equity_swap_involved: 0 | shares_owned_after: 6,645,180.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-27 | Code: H | shares_owned_after: 182,349.00 | Footnotes: F2
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-27 | Code: H | shares_owned_after: 132,349.00 | Footnotes: F3
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-27 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 1,766,355.00 | Footnotes: F4
    • Sold 100,000 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-27 | Code: G | equity_swap_involved: 0 | shares_owned_after: 6,645,180.00 | transaction_form_type: 4 | Footnotes: F5, F5, F1
    • Holds 182,349 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-27 | Code: H | shares_owned_after: 182,349.00 | Footnotes: F5, F5, F2
    • Holds 132,349 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-27 | Code: H | shares_owned_after: 132,349.00 | Footnotes: F5, F5, F3
    • Holds 1,766,355 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-27 | Code: H | shares_owned_after: 1,766,355.00 | Footnotes: F5, F5, F4

    Footnotes:

    • F1: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.
    • F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.
    • F3: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.
    • F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.
    • F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

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