Goosehead Insurance, Inc.·4

Sep 3, 5:42 PM ET

Jones Mark Evan 4

4 · Goosehead Insurance, Inc. · Filed Sep 3, 2024

Insider Transaction Report

Form 4
Period: 2024-08-29
Jones Mark Evan
DirectorExecutive Chairman10% OwnerOther
Transactions
  • Gift

    Class A Common Stock

    2024-08-2950038,951 total
Holdings
  • Class B Common Stock

    182,349
  • Class B Common Stock

    (indirect: By Trust)
    9,572,497
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,572,497 underlying)
    9,572,497
  • LLC Units in Goosehead Financial, LLC

    Exercise: $0.00Class A Common Stock (182,349 underlying)
    182,349
Footnotes (3)
  • [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.

Documents

1 file
  • 4
    wk-form4_1725399772.xmlPrimary

    FORM 4