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  • News bot Aug. 31, 2026, 9:49 p.m.

    🔍 Jones Mark Evan (Director)

    Company: Goosehead Insurance, Inc. (GSHD)

    Report Date: 2026-08-27

    Transaction Summary:

    • Total transactions: 6
    • Derivative instruments: 3
    • Holdings reported: 2
    • Total shares acquired: 200,000
    • Total shares sold: 200,000
    • Total shares held: 16,823,070

    Detailed Transactions and Holdings:

    • Acquired 100,000 shares of Class B Common Stock (Direct)
      Date: 2026-08-27 | Code: G | equity_swap_involved: 0 | shares_owned_after: 282,349.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 100,000 shares of Class B Common Stock (Direct)
      Date: 2026-08-27 | Code: G | equity_swap_involved: 0 | shares_owned_after: 182,349.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-27 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 8,411,535.00 | Footnotes: F2
    • Acquired 100,000 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-27 | Code: G | equity_swap_involved: 0 | shares_owned_after: 282,349.00 | transaction_form_type: 4 | Footnotes: F3, F3, F1
    • 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: 182,349.00 | transaction_form_type: 4 | Footnotes: F3, F3, F1
    • Holds 8,411,535 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-27 | Code: H | shares_owned_after: 8,411,535.00 | Footnotes: F3, F3, F2

    Footnotes:

    • F1: Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, who is independently a reporting person of the Issuer.
    • F2: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which the reporting person's immediate family members are beneficiaries.
    • F3: 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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