MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769
Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 108.32K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $9.50M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 8 sales
10% OwnerOther
Since Nov 2018
-216.64K
Net shares
Net seller
$9.50M
Total sold
8
Open market trades
0B · 8S
14
Total transactions
108.32K acquired · 324.96K disposed
Non-Derivative Transactions12

Class B Common Stock

Direct
C · Conversion

Shares

48.32K

Price / share

Trade value

% of position

0.7%
8/12/2025
7.34M7.30M

Class A Common Stock

Direct
C · Conversion

Shares

+48.32K

Price / share

Trade value

% of position

New position
8/12/2025
0.0048.32K

Class A Common Stock

Direct
S · Sale

Shares

17.30K

Price / share

$86.47

Trade value

$1.50M

% of position

35.8%
8/12/2025
48.32K31.02K

Class A Common Stock

Direct
S · Sale

Shares

29.90K

Price / share

$87.45

Trade value

$2.62M

% of position

96.4%
8/12/2025
31.02K1.11K

Class A Common Stock

Direct
S · Sale

Shares

1.11K

Price / share

$88.06

Trade value

$98.19K

% of position

New position
8/12/2025
1.11K0.00

Class B Common Stock

Direct
C · Conversion

Shares

60K

Price / share

Trade value

% of position

0.8%
8/13/2025
7.30M7.24M

Class A Common Stock

Direct
C · Conversion

Shares

+60K

Price / share

Trade value

% of position

New position
8/13/2025
0.0060K

Class A Common Stock

Direct
S · Sale

Shares

19.90K

Price / share

$86.44

Trade value

$1.72M

% of position

33.2%
8/13/2025
60K40.10K

Class A Common Stock

Direct
S · Sale

Shares

4.45K

Price / share

$87.36

Trade value

$388.32K

% of position

11.1%
8/13/2025
40.10K35.66K

Class A Common Stock

Direct
S · Sale

Shares

9.56K

Price / share

$88.65

Trade value

$847.94K

% of position

26.8%
8/13/2025
35.66K26.09K

Class A Common Stock

Direct
S · Sale

Shares

21.92K

Price / share

$89.48

Trade value

$1.96M

% of position

84.0%
8/13/2025
26.09K4.17K

Class A Common Stock

Direct
S · Sale

Shares

4.17K

Price / share

$90.09

Trade value

$376.13K

% of position

New position
8/13/2025
4.17K0.00
Total

Net shares

108.32K

Net value

-$9.50M

Derivative Transactions2

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

48.32K shares

Shares

48.32K

Strike price

0

Held after

7.30M

Exercisable

8/12/2025

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

60K shares

Shares

60K

Strike price

0

Held after

7.24M

Exercisable

8/13/2025
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

Indirect
Shares owned1.77M

Class B Common Stock

Direct
Shares owned132.35K

Class B Common Stock

Direct
Shares owned182.35K
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

132.35K

Shares owned

132.35K

Exercise price

0

Expiration

Exercise window

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

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 14, 2025 | Finecho