MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769
Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 21.99K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $1.93M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 4 sales
10% OwnerOther
Since Nov 2018
-43.98K
Net shares
Net seller
$1.93M
Total sold
4
Open market trades
0B · 4S
10
Total transactions
21.99K acquired · 65.97K disposed
Non-Derivative Transactions8

Class B Common Stock

Direct
C · Conversion

Shares

−21.39K

Price / share

—

Trade value

—

% of position

0.3%
8/14/2025
7.24M→7.21M

Class A Common Stock

Direct
C · Conversion

Shares

+21.39K

Price / share

—

Trade value

—

% of position

New position
8/14/2025
0.00→21.39K

Class A Common Stock

Direct
S · Sale

Shares

−17.83K

Price / share

$87.38

Trade value

$1.56M

% of position

83.4%
8/14/2025
21.39K→3.56K

Class A Common Stock

Direct
S · Sale

Shares

−2.86K

Price / share

$88.55

Trade value

$253.25K

% of position

80.3%
8/14/2025
3.56K→700.00

Class A Common Stock

Direct
S · Sale

Shares

−700.00

Price / share

$89.29

Trade value

$62.50K

% of position

New position
8/14/2025
700.00→0.00

Class B Common Stock

Direct
C · Conversion

Shares

−600.00

Price / share

—

Trade value

—

% of position

0.0%
8/15/2025
7.21M→7.21M

Class A Common Stock

Direct
C · Conversion

Shares

+600.00

Price / share

—

Trade value

—

% of position

New position
8/15/2025
0.00→600.00

Class A Common Stock

Direct
S · Sale

Shares

−600.00

Price / share

$87.01

Trade value

$52.21K

% of position

New position
8/15/2025
600.00→0.00
Total

Net shares

−21.99K

Net value

-$1.93M

Derivative Transactions2

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

21.39K shares

Shares

−21.39K

Strike price

0

Held after

7.21M

Exercisable

—

8/14/2025

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

600.00 shares

Shares

−600.00

Strike price

0

Held after

7.21M

Exercisable

—

8/15/2025
Non-Derivative Holdings (Post-Transaction)5

Class B Common Stock

Direct
Shares owned182.35K

Class A Common Stock

Direct
Shares owned38.85K

Class B Common Stock

Direct
Shares owned132.35K

Class A Common Stock

Direct
Shares owned71.56K

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 18, 2025 | Finecho