Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
31 Aug 2026, 17:32:39 UTC
Prior SEC filing
05 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 31 Aug 2026.

Key facts

  • This page summarizes Mark & Robyn Jones Descendants Trust 2014's Form 4 filing for Goosehead Insurance, Inc. (GSHD).
  • 2 reported transactions and 12 derivative rows are listed below.
  • Accepted by SEC: 31 Aug 2026, 17:32.

Change

  • Previous filing in this sequence was filed on 05 Aug 2026.
  • Current net transaction value: $0.

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
31 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
31 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
31 Aug 2026

Reported non-derivative transactions

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

GSHD transaction

Class B Common Stock

Gift

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,645,180
Date
27 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,645,180
Date
27 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD transaction

Class B Common Stock

Gift

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,645,180
Date
27 Aug 2026
Ownership
Direct
Footnotes
F1
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
27 Aug 2026
Ownership
Direct
Footnotes
F2
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
27 Aug 2026
Ownership
Direct
Footnotes
F2
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
27 Aug 2026
Ownership
Direct
Footnotes
F2
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
27 Aug 2026
Ownership
Direct
Footnotes
F3
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
27 Aug 2026
Ownership
Direct
Footnotes
F3
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
27 Aug 2026
Ownership
Direct
Footnotes
F3
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
27 Aug 2026
Ownership
By Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
27 Aug 2026
Ownership
By Trust
Footnotes
F4
GSHD holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
27 Aug 2026
Ownership
By Trust
Footnotes
F4

Reported derivative securities

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

GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,645,180
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
100,000
Exercise price
$0.000000
Footnotes
F1, F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,645,180
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
100,000
Exercise price
$0.000000
Footnotes
F1, F5
GSHD transaction Derivative

LLC Units in Goosehead Financial, LLC

Gift

Transaction value
Shares
-100,000
Change %
-1.5%
Price
$0.000000*
Shares after
6,645,180
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
100,000
Exercise price
$0.000000
Footnotes
F1, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
182,349
Exercise price
$0.000000
Footnotes
F2, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
182,349
Exercise price
$0.000000
Footnotes
F2, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
182,349
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
182,349
Exercise price
$0.000000
Footnotes
F2, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
132,349
Exercise price
$0.000000
Footnotes
F3, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
132,349
Exercise price
$0.000000
Footnotes
F3, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
132,349
Date
27 Aug 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
132,349
Exercise price
$0.000000
Footnotes
F3, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
27 Aug 2026
Ownership
By Trust
Underlying class
Class A Common Stock
Underlying amount
1,766,355
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
27 Aug 2026
Ownership
By Trust
Underlying class
Class A Common Stock
Underlying amount
1,766,355
Exercise price
$0.000000
Footnotes
F4, F5
GSHD holding Derivative

LLC Units in Goosehead Financial, LLC

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,766,355
Date
27 Aug 2026
Ownership
By Trust
Underlying class
Class A Common Stock
Underlying amount
1,766,355
Exercise price
$0.000000
Footnotes
F4, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 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

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 F3

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 F4

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 F5

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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