MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 19.23K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $1.68M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 3 sales

MARK & ROBYN JONES DESCENDANTS TRUST 2014

Filed: 8/7/2025ACC: 0001726978-25-000110

InsiderMARK & ROBYN JONES DESCENDANTS TRUST 2014CIK 1736769

→

IssuerGOOSEHEAD INSURANCE, INC.CIK 1726978

10% OwnerOther

Since Nov 2018

-38.46K

Net shares

Net seller

$1.68M

Total sold

Open market trades

0B · 3S

Total transactions

19.23K acquired · 57.68K disposed

Non-Derivative Transactions9

Class B Common Stock

Direct

C · Conversion

−900.00

Price / share

—

Trade value

—

% of position

0.0%

8/5/2025

7.42M→7.42M

Class A Common Stock

Direct

C · Conversion

+900.00

Price / share

—

Trade value

—

% of position

New position

8/5/2025

0.00→900.00

Class A Common Stock

Direct

S · Sale

−900.00

Price / share

$89.41

Trade value

$80.47K

% of position

New position

8/5/2025

900.00→0.00

Class B Common Stock

Direct

C · Conversion

−12.15K

Price / share

—

Trade value

—

% of position

0.2%

8/6/2025

7.42M→7.41M

Class A Common Stock

Direct

C · Conversion

+12.15K

Price / share

—

Trade value

—

% of position

New position

8/6/2025

0.00→12.15K

Class A Common Stock

Direct

S · Sale

−12.15K

Price / share

$87.60

Trade value

$1.06M

% of position

New position

8/6/2025

12.15K→0.00

Class B Common Stock

Direct

C · Conversion

−6.17K

Price / share

—

Trade value

—

% of position

0.1%

8/7/2025

7.41M→7.41M

Class A Common Stock

Direct

C · Conversion

+6.17K

Price / share

—

Trade value

—

% of position

New position

8/7/2025

0.00→6.17K

Class A Common Stock

Direct

S · Sale

−6.17K

Price / share

$87.14

Trade value

$538.09K

% of position

New position

8/7/2025

6.17K→0.00

Total

Net shares

−19.23K

Net value

-$1.68M

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Class B Common Stock Direct	8/5/2025	C · Conversion	−900.00	—	—	0.0%	7.42M	7.42M
Class A Common Stock Direct	8/5/2025	C · Conversion	+900.00	—	—	New position	0.00	900.00
Class A Common Stock Direct	8/5/2025	S · Sale	−900.00	$89.41	$80.47K	New position	900.00	0.00
Class B Common Stock Direct	8/6/2025	C · Conversion	−12.15K	—	—	0.2%	7.42M	7.41M
Class A Common Stock Direct	8/6/2025	C · Conversion	+12.15K	—	—	New position	0.00	12.15K
Class A Common Stock Direct	8/6/2025	S · Sale	−12.15K	$87.60	$1.06M	New position	12.15K	0.00
Class B Common Stock Direct	8/7/2025	C · Conversion	−6.17K	—	—	0.1%	7.41M	7.41M
Class A Common Stock Direct	8/7/2025	C · Conversion	+6.17K	—	—	New position	0.00	6.17K
Class A Common Stock Direct	8/7/2025	S · Sale	−6.17K	$87.14	$538.09K	New position	6.17K	0.00
Total			−19.23K		-$1.68M

Derivative Transactions3

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

900.00 shares

−900.00

Strike price

Held after

7.42M

Exercisable

—

8/5/2025

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

12.15K shares

−12.15K

Strike price

Held after

7.41M

Exercisable

—

8/6/2025

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

6.17K shares

−6.17K

Strike price

Held after

7.41M

Exercisable

—

8/7/2025

Security	Converts To	Date	Type	Shares	Exercisable	Held After
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock900.00 shares	8/5/2025	C · Conversion	−900.00	—	7.42M
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock12.15K shares	8/6/2025	C · Conversion	−12.15K	—	7.41M
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock6.17K shares	8/7/2025	C · Conversion	−6.17K	—	7.41M

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

Indirect

Shares owned1.77M

Class B Common Stock

Direct

Shares owned132.35K

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	1.77M	Indirect
Class B Common Stock	132.35K	Direct
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

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

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

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