MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769

Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 9.59K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $390.8K. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 2 sales

MARK & ROBYN JONES DESCENDANTS TRUST 2014

Filed: 5/28/2026ACC: 0001736769-26-000012

InsiderMARK & ROBYN JONES DESCENDANTS TRUST 2014CIK 1736769

→

IssuerGOOSEHEAD INSURANCE, INC.CIK 1726978

10% OwnerOther

Since Nov 2018

-19.18K

Net shares

Net seller

$390.8K

Total sold

2

Open market trades

0B · 2S

5

Total transactions

9.59K acquired · 28.76K disposed

Non-Derivative Transactions4

Class B Common Stock

Direct

C · Conversion

Shares

−9.59K

Price / share

—

Trade value

—

% of position

0.1%

5/27/2026

7M→7M

Class A Common Stock

Direct

C · Conversion

Shares

+9.59K

Price / share

—

Trade value

—

% of position

New position

5/27/2026

0.00→9.59K

Class A Common Stock

Direct

S · Sale

Shares

−6.47K

Price / share

$40.51

Trade value

$261.94K

% of position

67.4%

5/27/2026

9.59K→3.12K

Class A Common Stock

Direct

S · Sale

Shares

−3.12K

Price / share

$41.28

Trade value

$128.88K

% of position

New position

5/27/2026

3.12K→0.00

Total

Net shares

−9.59K

Net value

-$390.81K

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Class B Common Stock Direct	5/27/2026	C · Conversion	−9.59K	—	—	0.1%	7M	7M
Class A Common Stock Direct	5/27/2026	C · Conversion	+9.59K	—	—	New position	0.00	9.59K
Class A Common Stock Direct	5/27/2026	S · Sale	−6.47K	$40.51	$261.94K	67.4%	9.59K	3.12K
Class A Common Stock Direct	5/27/2026	S · Sale	−3.12K	$41.28	$128.88K	New position	3.12K	0.00
Total			−9.59K		-$390.81K

Derivative Transactions1

LLC Units in Goosehead Financial, LLC

Direct

C · Conversion

Converts to

Class A Common Stock

9.59K shares

Shares

−9.59K

Strike price

0

Held after

7M

Exercisable

—

5/27/2026

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
LLC Units in Goosehead Financial, LLC Direct	Class A Common Stock9.59K shares	5/27/2026	C · Conversion	−9.59K	0	—	7M

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

Direct

Shares owned182.35K

Class A Common Stock

Direct

Shares owned71.56K

Class B Common Stock

Indirect

Shares owned1.77M

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	182.35K	Direct
Class A Common Stock	71.56K	Direct
Class B Common Stock	1.77M	Indirect
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 28, 2026 | Finecho