Goosehead Insurance, Inc.·4

May 23, 4:31 PM ET

Jones Mark Evan 4

4 · Goosehead Insurance, Inc. · Filed May 23, 2025

Insider Transaction Report

Form 4
Period: 2025-05-21
Jones Mark Evan
DirectorExecutive Chairman10% OwnerOther
Transactions
  • Gift

    Class A Common Stock

    2025-05-2110038,851 total
Holdings
  • Class B Common Stock

    (indirect: By Trust)
    9,222,497
  • LLC Units in Goosehead Financial, LLC

    (indirect: By Trust)
    Exercise: $0.00Class A Common Stock (9,222,497 underlying)
    9,222,497
  • Class B Common Stock

    182,349
  • 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_1748032310.xmlPrimary

    FORM 4