| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | GSHD | Class A Common Stock | Gift | $0 | -150,000 | -79% | $0.000000 | 39,451 | 01 Aug 2024 | Direct | F1 |
| holding | GSHD | Class B Common Stock | 182,349 | 01 Aug 2024 | Direct | F1 | |||||
| holding | GSHD | Class B Common Stock | 9,572,497 | 01 Aug 2024 | By Trust | F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | GSHD | LLC Units in Goosehead Financial, LLC | 182,349 | 01 Aug 2024 | Class A Common Stock | 182,349 | $0.000000 | Direct | F1, F3 | |||||
| holding | GSHD | LLC Units in Goosehead Financial, LLC | 9,572,497 | 01 Aug 2024 | Class A Common Stock | 9,572,497 | $0.000000 | By Trust | F2, F3 |
| Id | Content |
|---|---|
| F1 | 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. |
| 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 immediate family members of the reporting person 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. |