4//SEC Filing
Jones Mark Evan 4
Accession 0001726978-25-000114
CIK 0001726978other
Filed
Aug 13, 8:00 PM ET
Accepted
Aug 14, 5:57 PM ET
Size
41.0 KB
Accession
0001726978-25-000114
Insider Transaction Report
Form 4
Jones Robyn Mary Elizabeth
Director10% OwnerOther
Transactions
- Sale
Class A Common Stock
2025-08-13$87.36/sh−4,445$388,315→ 35,659 total - Sale
Class A Common Stock
2025-08-13$88.65/sh−9,565$847,937→ 26,094 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-13−60,000→ 7,236,363 totalExercise: $0.00→ Class A Common Stock (60,000 underlying) - Conversion
Class A Common Stock
2025-08-13+60,000→ 60,000 total - Sale
Class A Common Stock
2025-08-13$89.48/sh−21,919$1,961,312→ 4,175 total - Sale
Class A Common Stock
2025-08-13$90.09/sh−4,175$376,126→ 0 total - Conversion
Class B Common Stock
2025-08-12−48,320→ 7,296,363 total - Conversion
Class B Common Stock
2025-08-13−60,000→ 7,236,363 total - Sale
Class A Common Stock
2025-08-13$86.44/sh−19,896$1,719,810→ 40,104 total - Sale
Class A Common Stock
2025-08-12$86.47/sh−17,302$1,496,104→ 31,018 total - Sale
Class A Common Stock
2025-08-12$87.45/sh−29,903$2,615,017→ 1,115 total - Sale
Class A Common Stock
2025-08-12$88.06/sh−1,115$98,187→ 0 total - Conversion
Class A Common Stock
2025-08-12+48,320→ 48,320 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-12−48,320→ 7,296,363 totalExercise: $0.00→ Class A Common Stock (48,320 underlying)
Holdings
- 38,851
Class A Common Stock
- 182,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (182,349 underlying) - 132,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (132,349 underlying) - 1,766,355(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (1,766,355 underlying) - 132,349
Class B Common Stock
- 182,349
Class B Common Stock
- 71,565
Class A Common Stock
- 1,766,355(indirect: By Trust)
Class B Common Stock
Mark & Robyn Jones Descendants Trust 2014
10% OwnerOther
Transactions
- Conversion
Class A Common Stock
2025-08-12+48,320→ 48,320 total - Sale
Class A Common Stock
2025-08-12$87.45/sh−29,903$2,615,017→ 1,115 total - Conversion
Class B Common Stock
2025-08-13−60,000→ 7,236,363 total - Conversion
Class A Common Stock
2025-08-13+60,000→ 60,000 total - Sale
Class A Common Stock
2025-08-13$86.44/sh−19,896$1,719,810→ 40,104 total - Sale
Class A Common Stock
2025-08-13$87.36/sh−4,445$388,315→ 35,659 total - Sale
Class A Common Stock
2025-08-13$88.65/sh−9,565$847,937→ 26,094 total - Sale
Class A Common Stock
2025-08-13$89.48/sh−21,919$1,961,312→ 4,175 total - Sale
Class A Common Stock
2025-08-13$90.09/sh−4,175$376,126→ 0 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-12−48,320→ 7,296,363 totalExercise: $0.00→ Class A Common Stock (48,320 underlying) - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-13−60,000→ 7,236,363 totalExercise: $0.00→ Class A Common Stock (60,000 underlying) - Conversion
Class B Common Stock
2025-08-12−48,320→ 7,296,363 total - Sale
Class A Common Stock
2025-08-12$86.47/sh−17,302$1,496,104→ 31,018 total - Sale
Class A Common Stock
2025-08-12$88.06/sh−1,115$98,187→ 0 total
Holdings
- 182,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (182,349 underlying) - 132,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (132,349 underlying) - 38,851
Class A Common Stock
- 182,349
Class B Common Stock
- 71,565
Class A Common Stock
- 132,349
Class B Common Stock
- 1,766,355(indirect: By Trust)
Class B Common Stock
- 1,766,355(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (1,766,355 underlying)
Jones Mark Evan
DirectorExecutive Chairman10% OwnerOther
Transactions
- Conversion
Class B Common Stock
2025-08-12−48,320→ 7,296,363 total - Sale
Class A Common Stock
2025-08-12$86.47/sh−17,302$1,496,104→ 31,018 total - Sale
Class A Common Stock
2025-08-12$87.45/sh−29,903$2,615,017→ 1,115 total - Conversion
Class B Common Stock
2025-08-13−60,000→ 7,236,363 total - Sale
Class A Common Stock
2025-08-13$86.44/sh−19,896$1,719,810→ 40,104 total - Sale
Class A Common Stock
2025-08-13$89.48/sh−21,919$1,961,312→ 4,175 total - Sale
Class A Common Stock
2025-08-13$90.09/sh−4,175$376,126→ 0 total - Conversion
Class A Common Stock
2025-08-12+48,320→ 48,320 total - Sale
Class A Common Stock
2025-08-12$88.06/sh−1,115$98,187→ 0 total - Conversion
Class A Common Stock
2025-08-13+60,000→ 60,000 total - Sale
Class A Common Stock
2025-08-13$87.36/sh−4,445$388,315→ 35,659 total - Sale
Class A Common Stock
2025-08-13$88.65/sh−9,565$847,937→ 26,094 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-12−48,320→ 7,296,363 totalExercise: $0.00→ Class A Common Stock (48,320 underlying) - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-13−60,000→ 7,236,363 totalExercise: $0.00→ Class A Common Stock (60,000 underlying)
Holdings
- 38,851
Class A Common Stock
- 182,349
Class B Common Stock
- 71,565
Class A Common Stock
- 132,349
Class B Common Stock
- 1,766,355(indirect: By Trust)
Class B Common Stock
- 182,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (182,349 underlying) - 132,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (132,349 underlying) - 1,766,355(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (1,766,355 underlying)
Footnotes (13)
- [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.
- [F10]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.
- [F11]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.
- [F12]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.
- [F13]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.
- [F2]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.02 to $87.01, 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.
- [F3]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.02 to $88.00, 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.
- [F4]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.02 to $88.10, 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.
- [F5]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.00 to $86.99, 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.
- [F6]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.97, 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.
- [F7]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.00 to $88.99, 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.
- [F8]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.00 to $89.99, 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.
- [F9]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.27, 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.
Documents
Issuer
Goosehead Insurance, Inc.
CIK 0001726978
Entity typeother
Related Parties
1- filerCIK 0001736768
Filing Metadata
- Form type
- 4
- Filed
- Aug 13, 8:00 PM ET
- Accepted
- Aug 14, 5:57 PM ET
- Size
- 41.0 KB