JONES MARK EVAN (CEO) reported 1 transaction at GOOSEHEAD INSURANCE, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 8/20/2026ACC: 0001736768-26-000006
DirectorOfficer10% OwnerOther· CEO
Since Nov 2018
-100.00
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
100.00 disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−100.00
Price / share
—
Trade value
—
% of position
0.3%
8/17/2026
38.85K→38.75K
Total
Net shares
−100.00
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 8/17/2026 | G · Gift | −100.00 | — | — | 0.3% | 38.85K | 38.75K |
| Total | −100.00 | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)2
Class B Common Stock
DirectShares owned182.35K
Class B Common Stock
IndirectShares owned8.51M
Total
182.35K direct·8.51M indirect8.69M
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class B Common Stock | 182.35K | Direct |
| Class B Common Stock | 8.51M | Indirect |
| Total | 8.69M | 182.35K direct·8.51M indirect |
Derivative Holdings (Post-Transaction)2
LLC Units in Goosehead Financial, LLC
DirectUnderlying security
Class A Common Stock
Underlying shares
182.35K
Shares owned
182.35K
Exercise price
0
Expiration
—
Exercise window
—
LLC Units in Goosehead Financial, LLC
IndirectUnderlying security
Class A Common Stock
Underlying shares
8.51M
Shares owned
8.51M
Exercise price
0
Expiration
—
Exercise window
—
Total
Underlying
8.69M
Owned
8.69M
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock | 0 | — | — | 182.35K | 182.35K |
| LLC Units in Goosehead Financial, LLC Indirect | Class A Common Stock | 0 | — | — | 8.51M | 8.51M |
| Total | 8.69M | 8.69M | ||||