MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769

Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 82.69K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $3.45M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 2 sales

MARK & ROBYN JONES DESCENDANTS TRUST 2014

Filed: 5/22/2026ACC: 0001736769-26-000008

InsiderMARK & ROBYN JONES DESCENDANTS TRUST 2014CIK 1736769

→

IssuerGOOSEHEAD INSURANCE, INC.CIK 1726978

10% OwnerOther

Since Nov 2018

-165.38K

Net shares

Net seller

$3.45M

Total sold

2

Open market trades

0B · 2S

5

Total transactions

82.69K acquired · 248.07K disposed

Non-Derivative Transactions4

Class B Common Stock

Direct

C · Conversion

Shares

−82.69K

Price / share

—

Trade value

—

% of position

1.2%

5/22/2026

7.13M→7.05M

Class A Common Stock

Direct

C · Conversion

Shares

+82.69K

Price / share

—

Trade value

—

% of position

New position

5/22/2026

0.00→82.69K

Class A Common Stock

Direct

S · Sale

Shares

−79.34K

Price / share

$41.74

Trade value

$3.31M

% of position

95.9%

5/22/2026

82.69K→3.35K

Class A Common Stock

Direct

S · Sale

Shares

−3.35K

Price / share

$42.43

Trade value

$142.14K

% of position

New position

5/22/2026

3.35K→0.00

Total

Net shares

−82.69K

Net value

-$3.45M

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Class B Common Stock Direct	5/22/2026	C · Conversion	−82.69K	—	—	1.2%	7.13M	7.05M
Class A Common Stock Direct	5/22/2026	C · Conversion	+82.69K	—	—	New position	0.00	82.69K
Class A Common Stock Direct	5/22/2026	S · Sale	−79.34K	$41.74	$3.31M	95.9%	82.69K	3.35K
Class A Common Stock Direct	5/22/2026	S · Sale	−3.35K	$42.43	$142.14K	New position	3.35K	0.00
Total			−82.69K		-$3.45M

Derivative Transactions1

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

82.69K shares

Shares

−82.69K

Strike price

0

Held after

7.05M

Exercisable

—

5/22/2026

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock82.69K shares	5/22/2026	C · Conversion	−82.69K	0	—	7.05M

Non-Derivative Holdings (Post-Transaction)5

Class A Common Stock

Direct

Shares owned38.85K

Class B Common Stock

Direct

Shares owned132.35K

Class B Common Stock

Indirect

Shares owned1.77M

Class A Common Stock

Direct

Shares owned71.56K

Class B Common Stock

Direct

Shares owned182.35K

Total

425.11K direct·1.77M indirect2.19M

Security Title	Shares Owned	Ownership Type
Class A Common Stock	38.85K	Direct
Class B Common Stock	132.35K	Direct
Class B Common Stock	1.77M	Indirect
Class A Common Stock	71.56K	Direct
Class B Common Stock	182.35K	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 22, 2026 | Finecho