Adrienne Morgan Jones Family Trust 2014

Insider Reports History

Entity
Company
Location
1500 Solana Boulevard, Building 4, Suite 4500, Westlake, TX
Signature
/s/ John O'Connor, as Attorney-in-Fact for Mark Evan Jones
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Adrienne Morgan Jones Family Trust 2014:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 9.39M $695M $74.01 Nov 21, 2023 By Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 283K $20.9M $74.01 Nov 21, 2023 Direct
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 9.39M Nov 21, 2023 By Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 283K Nov 21, 2023 Direct
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class A Common Stock 0 $74.01 Nov 21, 2023 Direct

Insider Reports Filed by Adrienne Morgan Jones Family Trust 2014

Symbol Company Period Transactions Value $ Form Type Date Filed Role
GSHD Goosehead Insurance, Inc. Nov 21, 2023 5 -$1.07M 4 Nov 24, 2023 Member of 10% owner group, 10%+ Owner