MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769
Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 70.75K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $2.93M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 3 sales
10% OwnerOther
Since Nov 2018
-141.50K
Net shares
Net seller
$2.93M
Total sold
3
Open market trades
0B · 3S
6
Total transactions
70.75K acquired · 212.25K disposed
Non-Derivative Transactions5

Class B Common Stock

Direct
C · Conversion

Shares

70.75K

Price / share

Trade value

% of position

1.0%
5/21/2026
7.20M7.13M

Class A Common Stock

Direct
C · Conversion

Shares

+70.75K

Price / share

Trade value

% of position

New position
5/21/2026
0.0070.75K

Class A Common Stock

Direct
S · Sale

Shares

29.24K

Price / share

$40.62

Trade value

$1.19M

% of position

41.3%
5/21/2026
70.75K41.51K

Class A Common Stock

Direct
S · Sale

Shares

20.78K

Price / share

$41.57

Trade value

$863.95K

% of position

50.1%
5/21/2026
41.51K20.73K

Class A Common Stock

Direct
S · Sale

Shares

20.73K

Price / share

$42.21

Trade value

$875.01K

% of position

New position
5/21/2026
20.73K0.00
Total

Net shares

70.75K

Net value

-$2.93M

Derivative Transactions1

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

70.75K shares

Shares

70.75K

Strike price

0

Held after

7.13M

Exercisable

5/21/2026
Non-Derivative Holdings (Post-Transaction)5

Class B Common Stock

Indirect
Shares owned1.77M

Class A Common Stock

Direct
Shares owned38.85K

Class B Common Stock

Direct
Shares owned132.35K

Class B Common Stock

Direct
Shares owned182.35K

Class A Common Stock

Direct
Shares owned71.56K
Total
425.11K direct·1.77M indirect2.19M
Derivative Holdings (Post-Transaction)3

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

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

Total

Underlying

2.08M

Owned

2.08M

MARK & ROBYN JONES DESCENDANTS TRUST 2014 — Insider Transaction (Form 4) Filed May 21, 2026 | Finecho