MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769
Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 60.72K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $5.26M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 4 sales
10% OwnerOther
Since Nov 2018
-121.43K
Net shares
Net seller
$5.26M
Total sold
4
Open market trades
0B · 4S
10
Total transactions
60.72K acquired · 182.15K disposed
Non-Derivative Transactions8

Class B Common Stock

Direct
C · Conversion

Shares

14.72K

Price / share

Trade value

% of position

0.2%
8/8/2025
7.41M7.39M

Class A Common Stock

Direct
C · Conversion

Shares

+14.72K

Price / share

Trade value

% of position

New position
8/8/2025
0.0014.72K

Class A Common Stock

Direct
S · Sale

Shares

14.52K

Price / share

$87.17

Trade value

$1.27M

% of position

98.6%
8/8/2025
14.72K200.00

Class A Common Stock

Direct
S · Sale

Shares

200.00

Price / share

$88.15

Trade value

$17.63K

% of position

New position
8/8/2025
200.000.00

Class B Common Stock

Direct
C · Conversion

Shares

46K

Price / share

Trade value

% of position

0.6%
8/11/2025
7.39M7.34M

Class A Common Stock

Direct
C · Conversion

Shares

+46K

Price / share

Trade value

% of position

New position
8/11/2025
0.0046K

Class A Common Stock

Direct
S · Sale

Shares

44.10K

Price / share

$86.41

Trade value

$3.81M

% of position

95.9%
8/11/2025
46K1.89K

Class A Common Stock

Direct
S · Sale

Shares

1.89K

Price / share

$87.21

Trade value

$165.18K

% of position

New position
8/11/2025
1.89K0.00
Total

Net shares

60.72K

Net value

-$5.26M

Derivative Transactions2

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

14.72K shares

Shares

14.72K

Strike price

0

Held after

7.39M

Exercisable

8/8/2025

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

46K shares

Shares

46K

Strike price

0

Held after

7.34M

Exercisable

8/11/2025
Non-Derivative Holdings (Post-Transaction)5

Class A Common Stock

Direct
Shares owned38.85K

Class A Common Stock

Direct
Shares owned71.56K

Class B Common Stock

Direct
Shares owned132.35K

Class B Common Stock

Direct
Shares owned182.35K

Class B Common Stock

Indirect
Shares owned1.77M
Total
425.11K direct·1.77M indirect2.19M
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

MARK & ROBYN JONES DESCENDANTS TRUST 2014 — Insider Transaction (Form 4) Filed Aug 12, 2025 | Finecho