Name | Relationship | Address | Signature | Signature date | CIK |
---|---|---|---|---|---|
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 Mark Evan Jones | 2025-05-23 | 0001736768 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | GSHD | Class A Common Stock | Gift | $0 | -100 | -0.26% | $0.00 | 38.9K | May 21, 2025 | Direct | F1 |
holding | GSHD | Class B Common Stock | 182K | May 21, 2025 | Direct | F1 | |||||
holding | GSHD | Class B Common Stock | 9.22M | May 21, 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 | 182K | May 21, 2025 | Class A Common Stock | 182K | $0.00 | Direct | F1, F3 | |||||
holding | GSHD | LLC Units in Goosehead Financial, LLC | 9.22M | May 21, 2025 | Class A Common Stock | 9.22M | $0.00 | 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. |