MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769

Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 31.52K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $2.94M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 1 sale

MARK & ROBYN JONES DESCENDANTS TRUST 2014

Filed: 8/4/2025ACC: 0001726978-25-000108

InsiderMARK & ROBYN JONES DESCENDANTS TRUST 2014CIK 1736769

→

IssuerGOOSEHEAD INSURANCE, INC.CIK 1726978

10% OwnerOther

Since Nov 2018

-63.03K

Net shares

Net seller

$2.94M

Total sold

1

Open market trades

0B · 1S

4

Total transactions

31.52K acquired · 94.55K disposed

Non-Derivative Transactions3

Class B Common Stock

Direct

C · Conversion

Shares

−31.52K

Price / share

—

Trade value

—

% of position

0.4%

7/31/2025

7.46M→7.42M

Class A Common Stock

Direct

C · Conversion

Shares

+31.52K

Price / share

—

Trade value

—

% of position

New position

7/31/2025

0.00→31.52K

Class A Common Stock

Direct

S · Sale

Shares

−31.52K

Price / share

$93.24

Trade value

$2.94M

% of position

New position

7/31/2025

31.52K→0.00

Total

Net shares

−31.52K

Net value

-$2.94M

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Class B Common Stock Direct	7/31/2025	C · Conversion	−31.52K	—	—	0.4%	7.46M	7.42M
Class A Common Stock Direct	7/31/2025	C · Conversion	+31.52K	—	—	New position	0.00	31.52K
Class A Common Stock Direct	7/31/2025	S · Sale	−31.52K	$93.24	$2.94M	New position	31.52K	0.00
Total			−31.52K		-$2.94M

Derivative Transactions1

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

31.52K shares

Shares

−31.52K

Strike price

0

Held after

7.42M

Exercisable

—

7/31/2025

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock31.52K shares	7/31/2025	C · Conversion	−31.52K	0	—	7.42M

Non-Derivative Holdings (Post-Transaction)5

Class A Common Stock

Direct

Shares owned38.85K

Class B Common Stock

Direct

Shares owned182.35K

Class A Common Stock

Direct

Shares owned71.56K

Class B Common Stock

Direct

Shares owned132.35K

Class B Common Stock

Indirect

Shares owned1.77M

Total

425.11K direct·1.77M indirect2.19M

Security Title	Shares Owned	Ownership Type
Class A Common Stock	38.85K	Direct
Class B Common Stock	182.35K	Direct
Class A Common Stock	71.56K	Direct
Class B Common Stock	132.35K	Direct
Class B Common Stock	1.77M	Indirect
Total	2.19M	425.11K direct·1.77M indirect

Derivative Holdings (Post-Transaction)3

LLC Units in Goosehead Financial, LLC

Direct

Underlying 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

Direct

Underlying security

Class A Common Stock

Underlying shares

132.35K

Shares owned

132.35K

Exercise price

0

Expiration

—

Exercise window

—

LLC Units in Goosehead Financial, LLC

Indirect

Underlying security

Class A Common Stock

Underlying shares

1.77M

Shares owned

1.77M

Exercise price

0

Expiration

—

Exercise window

—

Total

Underlying

2.08M

Owned

2.08M

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 Direct	Class A Common Stock	0	—	—	132.35K	132.35K
LLC Units in Goosehead Financial, LLC Indirect	Class A Common Stock	0	—	—	1.77M	1.77M
Total					2.08M	2.08M

MARK & ROBYN JONES DESCENDANTS TRUST 2014 — Insider Transaction (Form 4) Filed Aug 4, 2025 | Finecho