Goosehead (GSHD) 10% Owner Mark Evan Jones Gifts 100,000 Shares
$GSHD · Goosehead Insurance, Inc.Research Summary
AI-generated summary of this SEC filing
Goosehead (GSHD) 10% Owner Mark Evan Jones Gifts 100,000 Shares
What Happened
Mark Evan Jones, a 10% owner of Goosehead Insurance (GSHD), reported gift transactions dated 2026-08-27. The filing shows gift (code G) entries for 100,000 shares (price $0.00, total $0) and matching gift entries for 100,000 derivative securities (also $0.00). The report includes both “acquired” and “disposed” entries of 100,000 shares and 100,000 derivative units, indicating transfers by gift rather than purchases or sales for cash.
Key Details
- Transaction date: 2026-08-27; Form 4 filed: 2026-08-31.
- Reported transactions: four gift entries of 100,000 each (two for underlying shares, two for derivative securities); all at $0.00 (gifts).
- Total cash value reported for the transactions: $0.
- Shares owned after the reported transactions: not specified in the provided summary.
- Footnotes of note:
- F1: Does not reflect certain holdings of the reporting person’s spouse, who is also a reporting person.
- F2: Reflects shares held in trust for which the reporting person is trustee and immediate family members are beneficiaries.
- F3: LLC Units reported may be convertible into Class A common stock (one-for-one with Class B shares); units do not expire.
- Filing timing: the Form 4 was submitted four days after the transaction date; the filing date is noted above.
Context
Gifts are transfers that involve no cash consideration and do not necessarily signal the insider’s view of the company’s outlook. For 10% owners, filings simply disclose large-holder transfers and related derivative positions; they are not the same as executive open-market buys or sells. The derivative entries likely relate to convertible LLC Units (see F3), which can be converted into Class A shares.