Benjamin Douglas Jones Trust - Aug 22, 2025 Form 3 Insider Report for Goosehead Insurance, Inc. (GSHD)

Role
Member of 10% owner group, 10%+ Owner
Signature
/s/ John O'Connor, as Attorney-in-Fact for Benjamin Douglas Jones Trust
Stock symbol
GSHD
Transactions as of
Aug 22, 2025
Transactions value $
$0
Form type
3
Date filed
8/26/2025, 05:43 PM
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Benjamin Douglas Jones Trust 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 Benjamin Douglas Jones Trust 2025-08-26 0002081833

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding GSHD Class B Common Stock 9.79K Aug 22, 2025 Direct F1

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 Aug 22, 2025 Class A Common Stock 9.79K $0.00 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The reporting person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest in them.
F2 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.

Remarks:

By virtue of being party to a Voting Agreement, dated February 24, 2021 (the "Voting Agreement"), the reporting person on this Form 3 may be deemed to be a member of a "group" for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein with the other parties who continue to be bound by the Voting Agreement, which such "group" beneficially owns, in the aggregate, more than 10% of the outstanding shares of Class A Common Stock. Together with the reporting person on this Form 3, the parties to the Voting Agreement are Mark E. Jones, Robyn Jones, P. Ryan Langston, Mark Jones Jr., CP Descendants' Trust, The Jones 2020 Irrevocable Trust, The Lanni Romney Spousal Lifetime Access Trust, The Lindy Langston Spousal Lifetime Access Trust, Nathan Romney, The Nathan Romney 2021 Family Trust, The Ryan Langston 2021 Family Trust, SLJ Dynasty Trust, Chick & The Bear Irrevocable Trust, SLJ 2023 Grantor Retained Annuity Trust, Alexandra Nicole Rogers Trust, Brendan Scot Jones Trust, Emily Marie Jones Trust, and Joshua Thomas Jones Trust.