JONES MARK EVAN (CEO) reported 2 transactions at GOOSEHEAD INSURANCE, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 8/31/2026ACC: 0001736768-26-000008
DirectorOfficer10% OwnerOther· CEO
Since Nov 2018
0.00
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
4
Total transactions
200K acquired · 200K disposed
Non-Derivative Transactions2
Class B Common Stock
Direct
Shares
+100K
Price / share
—
Trade value
—
% of position
54.8%
8/27/2026
182.35K→282.35K
Class B Common Stock
Direct
Shares
−100K
Price / share
—
Trade value
—
% of position
35.4%
8/27/2026
282.35K→182.35K
Total
Net shares
+0.00
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class B Common Stock Direct | 8/27/2026 | G · Gift | +100K | — | — | 54.8% | 182.35K | 282.35K |
| Class B Common Stock Direct | 8/27/2026 | G · Gift | −100K | — | — | 35.4% | 282.35K | 182.35K |
| Total | +0.00 | $0.00 | ||||||
Derivative Transactions2
LLC Units in Goosehead Financial, LLC
Direct
Converts to
Class A Common Stock
100K shares
Shares
+100K
Strike price
0
Held after
282.35K
Exercisable
—
8/27/2026
LLC Units in Goosehead Financial, LLC
Direct
Converts to
Class A Common Stock
100K shares
Shares
−100K
Strike price
0
Held after
182.35K
Exercisable
—
8/27/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock100K shares | 8/27/2026 | G · Gift | +100K | 0 | — | 282.35K |
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock100K shares | 8/27/2026 | G · Gift | −100K | 0 | — | 182.35K |
Non-Derivative Holdings (Post-Transaction)1
Class B Common Stock
IndirectShares owned8.41M
Total
8.41M indirect8.41M
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class B Common Stock | 8.41M | Indirect |
| Total | 8.41M | 8.41M indirect |
Derivative Holdings (Post-Transaction)1
LLC Units in Goosehead Financial, LLC
IndirectUnderlying security
Class A Common Stock
Underlying shares
8.41M
Shares owned
8.41M
Exercise price
0
Expiration
—
Exercise window
—
Total
Underlying
8.41M
Owned
8.41M
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLC Indirect | Class A Common Stock | 0 | — | — | 8.41M | 8.41M |
| Total | 8.41M | 8.41M | ||||