Mark Evan Jones - 21 May 2025 Form 4 Insider Report for Goosehead Insurance, Inc. (GSHD)

Role
Executive Chairman, Director, 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
21 May 2025
Net transactions value
$0
Form type
4
Filing time
23 May 2025, 16:31:58 UTC
Previous filing
04 Mar 2025
Next filing
06 Jan 2026
SEC
View on sec.gov

Reporting Owners (1)

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 23 May 2025 0001736768

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction GSHD Class A Common Stock Gift $0 -100 -0.26% $0.000000 38,851 21 May 2025 Direct F1
holding GSHD Class B Common Stock 182,349 21 May 2025 Direct F1
holding GSHD Class B Common Stock 9,222,497 21 May 2025 By Trust F2

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
holding GSHD LLC Units in Goosehead Financial, LLC 182,349 21 May 2025 Class A Common Stock 182,349 $0.000000 Direct F1, F3
holding GSHD LLC Units in Goosehead Financial, LLC 9,222,497 21 May 2025 Class A Common Stock 9,222,497 $0.000000 By Trust F2, F3
* 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 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.