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.
Class B Common Stock
Shares
−179.00
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
+179.00
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
−179.00
Price / share
$49.06
Trade value
$8.78K
% of position
Class B Common Stock
Shares
−5.31K
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
+5.31K
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
−5.31K
Price / share
$48.07
Trade value
$255.11K
% of position
Net shares
−5.49K
Net value
-$263.89K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class B Common Stock Direct | 4/28/2026 | C · Conversion | −179.00 | — | — | 0.0% | 7.21M | 7.21M |
| Class A Common Stock Direct | 4/28/2026 | C · Conversion | +179.00 | — | — | New position | 0.00 | 179.00 |
| Class A Common Stock Direct | 4/28/2026 | S · Sale | −179.00 | $49.06 | $8.78K | New position | 179.00 | 0.00 |
| Class B Common Stock Direct | 4/29/2026 | C · Conversion | −5.31K | — | — | 0.1% | 7.21M | 7.21M |
| Class A Common Stock Direct | 4/29/2026 | C · Conversion | +5.31K | — | — | New position | 0.00 | 5.31K |
| Class A Common Stock Direct | 4/29/2026 | S · Sale | −5.31K | $48.07 | $255.11K | New position | 5.31K | 0.00 |
| Total | −5.49K | -$263.89K | ||||||
LLC Units in Goosehead Financial, LLC
Class A Common Stock
179.00 shares
Shares
−179.00
Strike price
0
Held after
7.21M
Exercisable
—
LLC Units in Goosehead Financial, LLC
Class A Common Stock
5.31K shares
Shares
−5.31K
Strike price
0
Held after
7.21M
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock179.00 shares | 4/28/2026 | C · Conversion | −179.00 | 0 | — | 7.21M |
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock5.31K shares | 4/29/2026 | C · Conversion | −5.31K | 0 | — | 7.21M |
Class B Common Stock
DirectClass B Common Stock
IndirectClass B Common Stock
DirectClass A Common Stock
DirectClass A Common Stock
Direct| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class B Common Stock | 132.35K | Direct |
| Class B Common Stock | 1.77M | Indirect |
| Class B Common Stock | 182.35K | Direct |
| Class A Common Stock | 71.56K | Direct |
| Class A Common Stock | 38.85K | Direct |
| 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
IndirectUnderlying shares
1.77M
Shares owned
1.77M
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
—
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 Indirect | Class A Common Stock | 0 | — | — | 1.77M | 1.77M |
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock | 0 | — | — | 132.35K | 132.35K |
| Total | 2.08M | 2.08M | ||||