Mark E. Jones - Mar 24, 2025 Form SCHEDULE 13D/A Schedule Report for GOOSEHEAD INSURANCE, INC. (GSHD)

Filing Manager
Jones Mark Evan
Reporting Manager
Mark E. Jones
Symbol
GSHD
Shares outstanding
38.2M shares
Disclosed Ownership
13.3M shares
Ownership
34.9%
Form type
SCHEDULE 13D/A
Date filed
3/26/2025, 07:03 PM
Date of event
Mar 24, 2025

Reporting Managers (27)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
Mark E. Jones 34.9% 13.3M 742K 12.6M /s/ Mark E. Jones Mark E. Jones 0001736768
Robyn Jones 0.9% 338K 0 338K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
The Mark and Robyn Jones Descendants Trust 2014 20.2% 7.71M 0 7.71M /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
The Lanni Elaine Romney Family Trust 2014 0.7% 265K 0 265K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
The Lindy Jean Langston Family Trust 2014 0.7% 283K 0 283K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
The Camille LaVaun Peterson Family Trust 2014 0.7% 275K 0 275K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
The Desiree Robyn Coleman Family Trust 2014 0.7% 277K 0 277K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
The Adrienne Morgan Jones Family Trust 2014 0.7% 283K 0 283K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
The Mark Evan Jones, Jr. Family Trust 2014 0.7% 283K 0 283K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Serena Jones 1.1% 424K 0 424K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Lanni Romney 0.5% 180K 0 180K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Lindy Langston 0.6% 215K 0 215K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Camille Peterson 0.7% 255K 0 255K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Desiree Coleman 0.5% 200K 0 200K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Adrienne Jones 0.8% 288K 0 288K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Mark E. Jones, Jr. 1% 391K 0 391K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
P. Ryan Langston 0.3% 118K 0 118K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
SLJ Dynasty Trust 0.4% 151K 0 151K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Jones 2020 Irrevocable Trust 0.2% 82K 0 82K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Lindy Langston Spousal Lifetime Access Trust 0.2% 80.3K 0 80.3K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Lanni Romney Spousal Lifetime Access Trust 0.2% 73.7K 0 73.7K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Nathan Scott Romney 0% 5 0 5 /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Nathan Romney 2021 Family Trust 0.2% 82.5K 0 82.5K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Ryan Langston 2021 Family Trust 0.2% 72.5K 0 72.5K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
The CP Descendants' Trust 0.3% 101K 0 101K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
SLJ 2023 Grantor Retained Annuity Trust 0.3% 108K 0 108K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact
Chick & The Bear Irrevocable Trust 0.2% 63.5K 0 63.5K /s/ Mark E. Jones Mark E. Jones, Attorney-in-Fact