MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769
Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 127.52K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $8.88M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 5 sales
10% OwnerOther
Since Nov 2018
-255.04K
Net shares
Net seller
$8.88M
Total sold
5
Open market trades
0B · 5S
11
Total transactions
127.52K acquired · 382.56K disposed
Non-Derivative Transactions9

Class B Common Stock

Direct
C · Conversion

Shares

125K

Price / share

Trade value

% of position

1.8%
7/29/2026
7M6.87M

Class A Common Stock

Direct
C · Conversion

Shares

+125K

Price / share

Trade value

% of position

New position
7/29/2026
0.00125K

Class A Common Stock

Direct
S · Sale

Shares

21.40K

Price / share

$68.43

Trade value

$1.46M

% of position

17.1%
7/29/2026
125K103.60K

Class A Common Stock

Direct
S · Sale

Shares

47.18K

Price / share

$69.60

Trade value

$3.28M

% of position

45.5%
7/29/2026
103.60K56.41K

Class A Common Stock

Direct
S · Sale

Shares

56.41K

Price / share

$70.29

Trade value

$3.97M

% of position

New position
7/29/2026
56.41K0.00

Class B Common Stock

Direct
C · Conversion

Shares

2.52K

Price / share

Trade value

% of position

0.0%
7/30/2026
6.87M6.87M

Class A Common Stock

Direct
C · Conversion

Shares

+2.52K

Price / share

Trade value

% of position

New position
7/30/2026
0.002.52K

Class A Common Stock

Direct
S · Sale

Shares

375.00

Price / share

$65.22

Trade value

$24.46K

% of position

14.9%
7/30/2026
2.52K2.14K

Class A Common Stock

Direct
S · Sale

Shares

2.14K

Price / share

$66.45

Trade value

$142.47K

% of position

New position
7/30/2026
2.14K0.00
Total

Net shares

127.52K

Net value

-$8.88M

Derivative Transactions2

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

125K shares

Shares

125K

Strike price

0

Held after

6.87M

Exercisable

7/29/2026

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

2.52K shares

Shares

2.52K

Strike price

0

Held after

6.87M

Exercisable

7/30/2026
Non-Derivative Holdings (Post-Transaction)5

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 B Common Stock

Direct
Shares owned182.35K

Class A Common Stock

Direct
Shares owned38.85K
Total
425.11K direct·1.77M indirect2.19M
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

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

132.35K

Shares owned

132.35K

Exercise price

0

Expiration

Exercise window

Total

Underlying

2.08M

Owned

2.08M