MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769

Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 5.09K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $230.7K. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 1 sale

MARK & ROBYN JONES DESCENDANTS TRUST 2014

Filed: 5/5/2026ACC: 0001736769-26-000004

InsiderMARK & ROBYN JONES DESCENDANTS TRUST 2014CIK 1736769

→

IssuerGOOSEHEAD INSURANCE, INC.CIK 1726978

10% OwnerOther

Since Nov 2018

-10.18K

Net shares

Net seller

$230.7K

Total sold

1

Open market trades

0B · 1S

4

Total transactions

5.09K acquired · 15.27K disposed

Non-Derivative Transactions3

Class B Common Stock

Direct

C · Conversion

Shares

−5.09K

Price / share

—

Trade value

—

% of position

0.1%

5/1/2026

7.21M→7.20M

Class A Common Stock

Direct

C · Conversion

Shares

+5.09K

Price / share

—

Trade value

—

% of position

New position

5/1/2026

0.00→5.09K

Class A Common Stock

Direct

S · Sale

Shares

−5.09K

Price / share

$45.32

Trade value

$230.68K

% of position

New position

5/1/2026

5.09K→0.00

Total

Net shares

−5.09K

Net value

-$230.68K

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Class B Common Stock Direct	5/1/2026	C · Conversion	−5.09K	—	—	0.1%	7.21M	7.20M
Class A Common Stock Direct	5/1/2026	C · Conversion	+5.09K	—	—	New position	0.00	5.09K
Class A Common Stock Direct	5/1/2026	S · Sale	−5.09K	$45.32	$230.68K	New position	5.09K	0.00
Total			−5.09K		-$230.68K

Derivative Transactions1

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

5.09K shares

Shares

−5.09K

Strike price

0

Held after

7.20M

Exercisable

—

5/1/2026

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock5.09K shares	5/1/2026	C · Conversion	−5.09K	0	—	7.20M

Non-Derivative Holdings (Post-Transaction)5

Class B Common Stock

Direct

Shares owned182.35K

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 A Common Stock

Direct

Shares owned38.85K

Total

425.11K direct·1.77M indirect2.19M

Security Title	Shares Owned	Ownership Type
Class B Common Stock	182.35K	Direct
Class A Common Stock	71.56K	Direct
Class B Common Stock	1.77M	Indirect
Class B Common Stock	132.35K	Direct
Class A Common Stock	38.85K	Direct
Total	2.19M	425.11K direct·1.77M indirect

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

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

MARK & ROBYN JONES DESCENDANTS TRUST 2014 — Insider Transaction (Form 4) Filed May 5, 2026 | Finecho