Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
05 Aug 2026, 17:45:39 UTC
Prior SEC filing
30 Jul 2026
Next SEC filing
31 Aug 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Martin Thornthwaite, as Attorney-in-Fact for Mark & Robyn Jones Descendants Trust 2014

Key filing fact

Mark & Robyn Jones Descendants Trust 2014 filed Form 4 for Goosehead Insurance, Inc. (GSHD) on 05 Aug 2026.

Key facts

  • This page summarizes Mark & Robyn Jones Descendants Trust 2014's Form 4 filing for Goosehead Insurance, Inc. (GSHD).
  • 11 reported transactions and 15 derivative rows are listed below.
  • Accepted by SEC: 05 Aug 2026, 17:45.

Change

  • Previous filing in this sequence was filed on 30 Jul 2026.
  • Current net transaction value: -$8,034,235.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (3)

CIK 0001736769 Primary reporting owner

Mark & Robyn Jones Descendants Trust 2014

Relationship
Member of 10% owner group, 10%+ Owner
Address
C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE
Signature
/s/ Martin Thornthwaite, as Attorney-in-Fact for Mark & Robyn Jones Descendants Trust 2014
Signature date
05 Aug 2026
CIK 0001736768

Jones Mark Evan

Relationship
Executive Chairman, Director, Member of 10% owner group, 10%+ Owner
Address
C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE
Signature
/s/ Martin Thornthwaite, as Attorney-in-Fact for Mark Evan Jones
Signature date
05 Aug 2026
CIK 0001737503

Jones Robyn Mary Elizabeth

Relationship
Director, Member of 10% owner group, 10%+ Owner
Address
C/O GOOSEHEAD INSURANCE, INC., 1500 SOLANA BLVD., BLDG 4, STE 4500, WESTLAKE
Signature
/s/ Martin Thornthwaite, as Attorney-in-Fact for Robyn Mary Elizabeth Jones
Signature date
05 Aug 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,767,661
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,767,661
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,767,661
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+100,000
Change %
Price
$0.000000*
Shares after
100,000
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+100,000
Change %
Price
$0.000000*
Shares after
100,000
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+100,000
Change %
Price
$0.000000*
Shares after
100,000
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Sale

Transaction value
$6,531,000
Shares
-100,000
Change %
-100%
Price
$65.31
Shares after
0
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1, F2
GSHD transaction

Class A Common Stock

Sale

Transaction value
$6,531,000
Shares
-100,000
Change %
-100%
Price
$65.31
Shares after
0
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1, F2
GSHD transaction

Class A Common Stock

Sale

Transaction value
$6,531,000
Shares
-100,000
Change %
-100%
Price
$65.31
Shares after
0
Date
03 Aug 2026
Ownership
Direct
Footnotes
F1, F2
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-22,481
Change %
-0.33%
Price
$0.000000*
Shares after
6,745,180
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-22,481
Change %
-0.33%
Price
$0.000000*
Shares after
6,745,180
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares
-22,481
Change %
-0.33%
Price
$0.000000*
Shares after
6,745,180
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+22,481
Change %
Price
$0.000000*
Shares after
22,481
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+22,481
Change %
Price
$0.000000*
Shares after
22,481
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares
+22,481
Change %
Price
$0.000000*
Shares after
22,481
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class A Common Stock

Sale

Transaction value
$325,140
Shares
-4,967
Change %
-22%
Price
$65.46
Shares after
17,514
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F3
GSHD transaction

Class A Common Stock

Sale

Transaction value
$325,140
Shares
-4,967
Change %
-22%
Price
$65.46
Shares after
17,514
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F3
GSHD transaction

Class A Common Stock

Sale

Transaction value
$325,140
Shares
-4,967
Change %
-22%
Price
$65.46
Shares after
17,514
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F3
GSHD transaction

Class A Common Stock

Sale

Transaction value
$730,875
Shares
-10,956
Change %
-63%
Price
$66.71
Shares after
6,558
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F4
GSHD transaction

Class A Common Stock

Sale

Transaction value
$730,875
Shares
-10,956
Change %
-63%
Price
$66.71
Shares after
6,558
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F4
GSHD transaction

Class A Common Stock

Sale

Transaction value
$730,875
Shares
-10,956
Change %
-63%
Price
$66.71
Shares after
6,558
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F4
GSHD transaction

Class A Common Stock

Sale

Transaction value
$181,947
Shares
-2,682
Change %
-41%
Price
$67.84
Shares after
3,876
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F5
GSHD transaction

Class A Common Stock

Sale

Transaction value
$181,947
Shares
-2,682
Change %
-41%
Price
$67.84
Shares after
3,876
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F5
GSHD transaction

Class A Common Stock

Sale

Transaction value
$181,947
Shares
-2,682
Change %
-41%
Price
$67.84
Shares after
3,876
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F5
GSHD transaction

Class A Common Stock

Sale

Transaction value
$265,273
Shares
-3,876
Change %
-100%
Price
$68.44
Shares after
0
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F6
GSHD transaction

Class A Common Stock

Sale

Transaction value
$265,273
Shares
-3,876
Change %
-100%
Price
$68.44
Shares after
0
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F6
GSHD transaction

Class A Common Stock

Sale

Transaction value
$265,273
Shares
-3,876
Change %
-100%
Price
$68.44
Shares after
0
Date
04 Aug 2026
Ownership
Direct
Footnotes
F1, F6
GSHD holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
38,851
Date
03 Aug 2026
Ownership
Direct
Footnotes
F7
GSHD holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
38,851
Date
03 Aug 2026
Ownership
Direct
Footnotes
F7
GSHD holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
38,851
Date
03 Aug 2026
Ownership
Direct
Footnotes
F7
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
03 Aug 2026
Ownership
Direct
Footnotes
F7
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
03 Aug 2026
Ownership
Direct
Footnotes
F7
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
03 Aug 2026
Ownership
Direct
Footnotes
F7
GSHD holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
71,565
Date
03 Aug 2026
Ownership
Direct
Footnotes
F8
GSHD holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
71,565
Date
03 Aug 2026
Ownership
Direct
Footnotes
F8
GSHD holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
71,565
Date
03 Aug 2026
Ownership
Direct
Footnotes
F8
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
03 Aug 2026
Ownership
Direct
Footnotes
F8
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
03 Aug 2026
Ownership
Direct
Footnotes
F8
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
03 Aug 2026
Ownership
Direct
Footnotes
F8
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
03 Aug 2026
Ownership
By Trust
Footnotes
F9
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
03 Aug 2026
Ownership
By Trust
Footnotes
F9
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
03 Aug 2026
Ownership
By Trust
Footnotes
F9

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,767,661
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
100,000
Exercise price
$0.000000
Footnotes
F1, F10
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,767,661
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
100,000
Exercise price
$0.000000
Footnotes
F1, F10
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,767,661
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
100,000
Exercise price
$0.000000
Footnotes
F1, F10
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-22,481
Change %
-0.33%
Price
$0.000000*
Shares after
6,745,180
Date
04 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
22,481
Exercise price
$0.000000
Footnotes
F1, F10
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-22,481
Change %
-0.33%
Price
$0.000000*
Shares after
6,745,180
Date
04 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
22,481
Exercise price
$0.000000
Footnotes
F1, F10
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Conversion of derivative security

Transaction value
Shares
-22,481
Change %
-0.33%
Price
$0.000000*
Shares after
6,745,180
Date
04 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
22,481
Exercise price
$0.000000
Footnotes
F1, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
182,349
Exercise price
$0.000000
Footnotes
F7, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
182,349
Exercise price
$0.000000
Footnotes
F7, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
182,349
Exercise price
$0.000000
Footnotes
F7, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
132,349
Exercise price
$0.000000
Footnotes
F8, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
132,349
Exercise price
$0.000000
Footnotes
F8, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
03 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
132,349
Exercise price
$0.000000
Footnotes
F8, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
03 Aug 2026
Ownership
By Trust
Underlying class
Class A Common Stock
Underlying amount
1,766,355
Exercise price
$0.000000
Footnotes
F9, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
03 Aug 2026
Ownership
By Trust
Underlying class
Class A Common Stock
Underlying amount
1,766,355
Exercise price
$0.000000
Footnotes
F9, F10
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
03 Aug 2026
Ownership
By Trust
Underlying class
Class A Common Stock
Underlying amount
1,766,355
Exercise price
$0.000000
Footnotes
F9, F10
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 10 footnotes

Footnote 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.

Footnote F2

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.86, 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.

Footnote F3

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.09 to $65.99, 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.

Footnote F4

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.21 to $67.09, 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.

Footnote F5

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.25 to $68.22, 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.

Footnote F6

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.25 to $68.84, 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.

Footnote F7

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.

Footnote F8

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.

Footnote F9

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.

Footnote F10

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.

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