Name | Relationship | Address | Signature | Signature date | CIK |
---|---|---|---|---|---|
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 Robyn Mary Elizabeth Jones | 2025-05-15 | 0001737503 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | GSHD | Class A Common Stock | Gift | $0 | -92K | -56.25% | $0.00 | 71.6K | May 15, 2025 | Direct | F1 |
holding | GSHD | Class B Common Stock | 132K | May 15, 2025 | Direct | F1 | |||||
holding | GSHD | Class B Common Stock | 9.22M | May 15, 2025 | 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 | 132K | May 15, 2025 | Class A Common Stock | 132K | $0.00 | Direct | F1, F3 | |||||
holding | GSHD | LLC Units in Goosehead Financial, LLC | 9.22M | May 15, 2025 | Class A Common Stock | 9.22M | By Trust | F2, F3, F4 |
Id | Content |
---|---|
F1 | 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. |
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. |
F4 | The conversion price for LLC Units in Goosehead Financial, LLC is $0.00. |