4//SEC Filing
Jones Mark Evan 4
Accession 0001726978-25-000118
CIK 0001726978other
Filed
Aug 17, 8:00 PM ET
Accepted
Aug 18, 6:07 PM ET
Size
33.2 KB
Accession
0001726978-25-000118
Insider Transaction Report
Form 4
Jones Mark Evan
DirectorExecutive Chairman10% OwnerOther
Transactions
- Sale
Class A Common Stock
2025-08-14$87.38/sh−17,831$1,558,073→ 3,560 total - Conversion
Class B Common Stock
2025-08-14−21,391→ 7,214,972 total - Conversion
Class A Common Stock
2025-08-14+21,391→ 21,391 total - Conversion
Class A Common Stock
2025-08-15+600→ 600 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-14−21,391→ 7,214,972 totalExercise: $0.00→ Class A Common Stock (21,391 underlying) - Sale
Class A Common Stock
2025-08-14$88.55/sh−2,860$253,253→ 700 total - Conversion
Class B Common Stock
2025-08-15−600→ 7,214,372 total - Sale
Class A Common Stock
2025-08-14$89.29/sh−700$62,503→ 0 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-15−600→ 7,214,372 totalExercise: $0.00→ Class A Common Stock (600 underlying) - Sale
Class A Common Stock
2025-08-15$87.01/sh−600$52,206→ 0 total
Holdings
- 182,349
Class B Common Stock
- 182,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (182,349 underlying) - 1,766,355(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (1,766,355 underlying) - 38,851
Class A Common Stock
- 132,349
Class B Common Stock
- 1,766,355(indirect: By Trust)
Class B Common Stock
- 132,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (132,349 underlying) - 71,565
Class A Common Stock
Mark & Robyn Jones Descendants Trust 2014
10% OwnerOther
Transactions
- Conversion
Class B Common Stock
2025-08-14−21,391→ 7,214,972 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-15−600→ 7,214,372 totalExercise: $0.00→ Class A Common Stock (600 underlying) - Sale
Class A Common Stock
2025-08-14$88.55/sh−2,860$253,253→ 700 total - Sale
Class A Common Stock
2025-08-15$87.01/sh−600$52,206→ 0 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-14−21,391→ 7,214,972 totalExercise: $0.00→ Class A Common Stock (21,391 underlying) - Conversion
Class A Common Stock
2025-08-14+21,391→ 21,391 total - Sale
Class A Common Stock
2025-08-14$87.38/sh−17,831$1,558,073→ 3,560 total - Conversion
Class A Common Stock
2025-08-15+600→ 600 total - Sale
Class A Common Stock
2025-08-14$89.29/sh−700$62,503→ 0 total - Conversion
Class B Common Stock
2025-08-15−600→ 7,214,372 total
Holdings
- 71,565
Class A Common Stock
- 38,851
Class A Common Stock
- 132,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (132,349 underlying) - 182,349
Class B Common Stock
- 182,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (182,349 underlying) - 1,766,355(indirect: By Trust)
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (1,766,355 underlying) - 1,766,355(indirect: By Trust)
Class B Common Stock
- 132,349
Class B Common Stock
Jones Robyn Mary Elizabeth
Director10% OwnerOther
Transactions
- Conversion
Class B Common Stock
2025-08-15−600→ 7,214,372 total - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-14−21,391→ 7,214,972 totalExercise: $0.00→ Class A Common Stock (21,391 underlying) - Conversion
LLC Units in Goosehead Financial, LLC
2025-08-15−600→ 7,214,372 totalExercise: $0.00→ Class A Common Stock (600 underlying) - Conversion
Class B Common Stock
2025-08-14−21,391→ 7,214,972 total - Sale
Class A Common Stock
2025-08-14$87.38/sh−17,831$1,558,073→ 3,560 total - Conversion
Class A Common Stock
2025-08-15+600→ 600 total - Conversion
Class A Common Stock
2025-08-14+21,391→ 21,391 total - Sale
Class A Common Stock
2025-08-14$88.55/sh−2,860$253,253→ 700 total - Sale
Class A Common Stock
2025-08-15$87.01/sh−600$52,206→ 0 total - Sale
Class A Common Stock
2025-08-14$89.29/sh−700$62,503→ 0 total
Holdings
- 38,851
Class A Common Stock
- 182,349
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) - 1,766,355(indirect: By Trust)
Class B Common Stock
- 71,565
Class A Common Stock
- 132,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (132,349 underlying) - 182,349
LLC Units in Goosehead Financial, LLC
Exercise: $0.00→ Class A Common Stock (182,349 underlying) - 132,349
Class B Common Stock
Footnotes (9)
- [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.
- [F2]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 $87.93, 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 $88.02 to $89.01, 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.
- [F4]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.02 to $89.75, 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 $87.00 to $87.04, 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]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.
- [F7]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.
- [F8]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.
- [F9]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
Issuer
Goosehead Insurance, Inc.
CIK 0001726978
Entity typeother
Related Parties
1- filerCIK 0001736768
Filing Metadata
- Form type
- 4
- Filed
- Aug 17, 8:00 PM ET
- Accepted
- Aug 18, 6:07 PM ET
- Size
- 33.2 KB