Mark & Robyn Jones Descendants Trust 2014 - 12 May 2025 Form 4 Insider Report for Goosehead Insurance, Inc. (GSHD)

Role
Member of 10% owner group, 10%+ Owner
Signature
/s/ John O'Connor, as Attorney-in-Fact for Mark Evan Jones
Issuer symbol
GSHD
Transactions as of
12 May 2025
Transactions value $
-$16,921,168
Form type
4
Filing time
13 May 2025, 19:27:11
Previous filing
09 May 2025
Next filing
14 May 2025
SEC
View on sec.gov

Reporting Owners (3)

Name Relationship Address Signature Signature date CIK
Mark & Robyn Jones Descendants Trust 2014 Member of 10% owner group, 10%+ Owner C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE /s/ John O'Connor, as Attorney-in-Fact for Mark Evan Jones 13 May 2025 0001736769
Jones Mark Evan Executive Chairman, Director, Member of 10% owner group, 10%+ Owner C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BUILDING 4, STE 4500, WESTLAKE /s/ John O'Connor, as Attorney-in-Fact for Robyn Mary Elizabeth Jones 13 May 2025 0001736768
Jones Robyn Mary Elizabeth Director, Member of 10% owner group, 10%+ Owner C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BUILDING 4, STE 4500, WESTLAKE /s/ John O'Connor, as Attorney-in-Fact for Mark & Robyn Jones Descendants Trust 2014 13 May 2025 0001737503

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction GSHD Class B Common Stock Conversion of derivative security $0 -50K -0.65% $0.00 7.59M 12 May 2025 Direct F1
transaction GSHD Class A Common Stock Conversion of derivative security $0 +50K $0.00 50K 12 May 2025 Direct F1
transaction GSHD Class A Common Stock Sale -$593K -5.8K -11.6% $102.20 44.2K 12 May 2025 Direct F1, F2
transaction GSHD Class A Common Stock Sale -$1.32M -12.8K -28.92% $102.96 31.4K 12 May 2025 Direct F1, F3
transaction GSHD Class A Common Stock Sale -$2.21M -21.2K -67.46% $104.14 10.2K 12 May 2025 Direct F1, F4
transaction GSHD Class A Common Stock Sale -$1.07M -10.2K -100% $104.77 0 12 May 2025 Direct F1, F5
transaction GSHD Class B Common Stock Conversion of derivative security $0 -111K -1.47% $0.00 7.48M 13 May 2025 Direct F1
transaction GSHD Class A Common Stock Conversion of derivative security $0 +111K $0.00 111K 13 May 2025 Direct F1
transaction GSHD Class A Common Stock Sale -$1.82M -17.3K -15.57% $104.90 94K 13 May 2025 Direct F1, F6
transaction GSHD Class A Common Stock Sale -$9.92M -94K -100% $105.51 0 13 May 2025 Direct F1, F7
holding GSHD Class A Common Stock 39K 12 May 2025 Direct F8
holding GSHD Class B Common Stock 182K 12 May 2025 Direct F8
holding GSHD Class A Common Stock 164K 12 May 2025 Direct F9
holding GSHD Class B Common Stock 132K 12 May 2025 Direct F9
holding GSHD Class B Common Stock 1.77M 12 May 2025 By Trust F10

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction GSHD LLC Units in Goosehead Financial, LLC Conversion of derivative security $0 -50K -0.65% $0.00 7.59M 12 May 2025 Class A Common Stock 50K $0.00 Direct F1, F11
transaction GSHD LLC Units in Goosehead Financial, LLC Conversion of derivative security $0 -111K -1.47% $0.00 7.48M 13 May 2025 Class A Common Stock 111K $0.00 Direct F1, F11
holding GSHD LLC Units in Goosehead Financial, LLC 182K 12 May 2025 Class A Common Stock 182K $0.00 Direct F8, F11
holding GSHD LLC Units in Goosehead Financial, LLC 132K 12 May 2025 Class A Common Stock 132K $0.00 Direct F9, F11
holding GSHD LLC Units in Goosehead Financial, LLC 1.77M 12 May 2025 Class A Common Stock 1.77M $0.00 By Trust F10, F11
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.58 to $102.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.58 to $103.55, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F4 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.59 to $104.58, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4
F5 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.59 to $105.12, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4
F6 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.11 to $105.10, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F7 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.11 to $106.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F8 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 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.
F9 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 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.
F10 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.
F11 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.