Signature
/s/ John O'Connor, as Attorney-in-Fact for Mark Evan Jones
Issuer symbol
GSHD
Transactions as of
12 Aug 2025
Net transactions value
-$9,502,809
Form type
4
Filing time
14 Aug 2025, 17:57:30 UTC
Previous filing
12 Aug 2025
Next filing
18 Aug 2025

Reporting Owners (3)

Name Relationship Address Signature Signature date CIK
Mark & Robyn Jones Descendants Trust 2014 Member of 10% owner group, 10%+ Owner C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE /s/ John O'Connor, as Attorney-in-Fact for Mark Evan Jones 14 Aug 2025 0001736769
Jones Mark Evan Executive Chairman, Director, Member of 10% owner group, 10%+ Owner C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE /s/ John O'Connor, as Attorney-in-Fact for Robyn Mary Elizabeth Jones 14 Aug 2025 0001736768
Jones Robyn Mary Elizabeth Director, Member of 10% owner group, 10%+ Owner C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE /s/ John O'Connor, as Attorney-in-Fact for Mark & Robyn Jones Descendants Trust 2014 14 Aug 2025 0001737503

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction GSHD Class B Common Stock Conversion of derivative security $0 -48,320 -0.66% $0.000000 7,296,363 12 Aug 2025 Direct F1
transaction GSHD Class A Common Stock Conversion of derivative security $0 +48,320 $0.000000 48,320 12 Aug 2025 Direct F1
transaction GSHD Class A Common Stock Sale $1,496,104 -17,302 -36% $86.47 31,018 12 Aug 2025 Direct F1, F2
transaction GSHD Class A Common Stock Sale $2,615,017 -29,903 -96% $87.45 1,115 12 Aug 2025 Direct F1, F3
transaction GSHD Class A Common Stock Sale $98,187 -1,115 -100% $88.06 0 12 Aug 2025 Direct F1, F4
transaction GSHD Class B Common Stock Conversion of derivative security $0 -60,000 -0.82% $0.000000 7,236,363 13 Aug 2025 Direct F1
transaction GSHD Class A Common Stock Conversion of derivative security $0 +60,000 $0.000000 60,000 13 Aug 2025 Direct F1
transaction GSHD Class A Common Stock Sale $1,719,810 -19,896 -33% $86.44 40,104 13 Aug 2025 Direct F1, F5
transaction GSHD Class A Common Stock Sale $388,315 -4,445 -11% $87.36 35,659 13 Aug 2025 Direct F1, F6
transaction GSHD Class A Common Stock Sale $847,937 -9,565 -27% $88.65 26,094 13 Aug 2025 Direct F1, F7
transaction GSHD Class A Common Stock Sale $1,961,312 -21,919 -84% $89.48 4,175 13 Aug 2025 Direct F1, F8
transaction GSHD Class A Common Stock Sale $376,126 -4,175 -100% $90.09 0 13 Aug 2025 Direct F1, F9
holding GSHD Class A Common Stock 38,851 12 Aug 2025 Direct F10
holding GSHD Class B Common Stock 182,349 12 Aug 2025 Direct F10
holding GSHD Class A Common Stock 71,565 12 Aug 2025 Direct F11
holding GSHD Class B Common Stock 132,349 12 Aug 2025 Direct F11
holding GSHD Class B Common Stock 1,766,355 12 Aug 2025 By Trust F12

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
transaction GSHD LLC Units in Goosehead Financial, LLC Conversion of derivative security $0 -48,320 -0.66% $0.000000 7,296,363 12 Aug 2025 Class A Common Stock 48,320 $0.000000 Direct F1, F13
transaction GSHD LLC Units in Goosehead Financial, LLC Conversion of derivative security $0 -60,000 -0.82% $0.000000 7,236,363 13 Aug 2025 Class A Common Stock 60,000 $0.000000 Direct F1, F13
holding GSHD LLC Units in Goosehead Financial, LLC 182,349 12 Aug 2025 Class A Common Stock 182,349 $0.000000 Direct F10, F13
holding GSHD LLC Units in Goosehead Financial, LLC 132,349 12 Aug 2025 Class A Common Stock 132,349 $0.000000 Direct F11, F13
holding GSHD LLC Units in Goosehead Financial, LLC 1,766,355 12 Aug 2025 Class A Common Stock 1,766,355 $0.000000 By Trust F12, F13
* 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 (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.02 to $87.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.02 to $88.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F4 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.02 to $88.10, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F5 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.00 to $86.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F6 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.97, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F7 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.00 to $88.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F8 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.00 to $89.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F9 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F10 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.
F11 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 shares of 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.
F12 Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.
F13 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.