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.
Class B Common Stock
Shares
−14.72K
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
+14.72K
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
−14.52K
Price / share
$87.17
Trade value
$1.27M
% of position
Class A Common Stock
Shares
−200.00
Price / share
$88.15
Trade value
$17.63K
% of position
Class B Common Stock
Shares
−46K
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
+46K
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
−44.10K
Price / share
$86.41
Trade value
$3.81M
% of position
Class A Common Stock
Shares
−1.89K
Price / share
$87.21
Trade value
$165.18K
% of position
Net shares
−60.72K
Net value
-$5.26M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class B Common Stock Direct | 8/8/2025 | C · Conversion | −14.72K | — | — | 0.2% | 7.41M | 7.39M |
| Class A Common Stock Direct | 8/8/2025 | C · Conversion | +14.72K | — | — | New position | 0.00 | 14.72K |
| Class A Common Stock Direct | 8/8/2025 | S · Sale | −14.52K | $87.17 | $1.27M | 98.6% | 14.72K | 200.00 |
| Class A Common Stock Direct | 8/8/2025 | S · Sale | −200.00 | $88.15 | $17.63K | New position | 200.00 | 0.00 |
| Class B Common Stock Direct | 8/11/2025 | C · Conversion | −46K | — | — | 0.6% | 7.39M | 7.34M |
| Class A Common Stock Direct | 8/11/2025 | C · Conversion | +46K | — | — | New position | 0.00 | 46K |
| Class A Common Stock Direct | 8/11/2025 | S · Sale | −44.10K | $86.41 | $3.81M | 95.9% | 46K | 1.89K |
| Class A Common Stock Direct | 8/11/2025 | S · Sale | −1.89K | $87.21 | $165.18K | New position | 1.89K | 0.00 |
| Total | −60.72K | -$5.26M | ||||||
LLC Units in Goosehead Financial, LLC
Class A Common Stock
14.72K shares
Shares
−14.72K
Strike price
0
Held after
7.39M
Exercisable
—
LLC Units in Goosehead Financial, LLC
Class A Common Stock
46K shares
Shares
−46K
Strike price
0
Held after
7.34M
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock14.72K shares | 8/8/2025 | C · Conversion | −14.72K | 0 | — | 7.39M |
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock46K shares | 8/11/2025 | C · Conversion | −46K | 0 | — | 7.34M |
Class A Common Stock
DirectClass A Common Stock
DirectClass B Common Stock
DirectClass B Common Stock
DirectClass B Common Stock
Indirect| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 38.85K | Direct |
| Class A Common Stock | 71.56K | Direct |
| Class B Common Stock | 132.35K | Direct |
| Class B Common Stock | 182.35K | Direct |
| Class B Common Stock | 1.77M | Indirect |
| Total | 2.19M | 425.11K direct·1.77M indirect |
LLC Units in Goosehead Financial, LLC
DirectUnderlying shares
182.35K
Shares owned
182.35K
Exercise price
0
Expiration
—
Exercise window
—
LLC Units in Goosehead Financial, LLC
DirectUnderlying shares
132.35K
Shares owned
132.35K
Exercise price
0
Expiration
—
Exercise window
—
LLC Units in Goosehead Financial, LLC
IndirectUnderlying shares
1.77M
Shares owned
1.77M
Exercise price
0
Expiration
—
Exercise window
—
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 | ||||