MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769
Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 5.49K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $263.9K. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 2 sales
10% OwnerOther
Since Nov 2018
-10.97K
Net shares
Net seller
$263.9K
Total sold
2
Open market trades
0B · 2S
8
Total transactions
5.49K acquired · 16.46K disposed
Non-Derivative Transactions6

Class B Common Stock

Direct
C · Conversion

Shares

179.00

Price / share

Trade value

% of position

0.0%
4/28/2026
7.21M7.21M

Class A Common Stock

Direct
C · Conversion

Shares

+179.00

Price / share

Trade value

% of position

New position
4/28/2026
0.00179.00

Class A Common Stock

Direct
S · Sale

Shares

179.00

Price / share

$49.06

Trade value

$8.78K

% of position

New position
4/28/2026
179.000.00

Class B Common Stock

Direct
C · Conversion

Shares

5.31K

Price / share

Trade value

% of position

0.1%
4/29/2026
7.21M7.21M

Class A Common Stock

Direct
C · Conversion

Shares

+5.31K

Price / share

Trade value

% of position

New position
4/29/2026
0.005.31K

Class A Common Stock

Direct
S · Sale

Shares

5.31K

Price / share

$48.07

Trade value

$255.11K

% of position

New position
4/29/2026
5.31K0.00
Total

Net shares

5.49K

Net value

-$263.89K

Derivative Transactions2

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

179.00 shares

Shares

179.00

Strike price

0

Held after

7.21M

Exercisable

4/28/2026

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

5.31K shares

Shares

5.31K

Strike price

0

Held after

7.21M

Exercisable

4/29/2026
Non-Derivative Holdings (Post-Transaction)5

Class B Common Stock

Direct
Shares owned132.35K

Class B Common Stock

Indirect
Shares owned1.77M

Class B Common Stock

Direct
Shares owned182.35K

Class A Common Stock

Direct
Shares owned71.56K

Class A Common Stock

Direct
Shares owned38.85K
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

Indirect
Underlying security
Class A Common Stock

Underlying shares

1.77M

Shares owned

1.77M

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

Total

Underlying

2.08M

Owned

2.08M

MARK & ROBYN JONES DESCENDANTS TRUST 2014 — Insider Transaction (Form 4) Filed Apr 30, 2026 | Finecho