MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769
Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 sold 122.48K shares of GOOSEHEAD INSURANCE, INC. on the open market

Open‑market sale worth $8.03M. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 5 sales
10% OwnerOther
Since Nov 2018
-244.96K
Net shares
Net seller
$8.03M
Total sold
5
Open market trades
0B · 5S
11
Total transactions
122.48K acquired · 367.44K disposed
Non-Derivative Transactions9

Class B Common Stock

Direct
C · Conversion

Shares

100K

Price / share

Trade value

% of position

1.5%
8/3/2026
6.87M6.77M

Class A Common Stock

Direct
C · Conversion

Shares

+100K

Price / share

Trade value

% of position

New position
8/3/2026
0.00100K

Class A Common Stock

Direct
S · Sale

Shares

100K

Price / share

$65.31

Trade value

$6.53M

% of position

New position
8/3/2026
100K0.00

Class B Common Stock

Direct
C · Conversion

Shares

22.48K

Price / share

Trade value

% of position

0.3%
8/4/2026
6.77M6.75M

Class A Common Stock

Direct
C · Conversion

Shares

+22.48K

Price / share

Trade value

% of position

New position
8/4/2026
0.0022.48K

Class A Common Stock

Direct
S · Sale

Shares

4.97K

Price / share

$65.46

Trade value

$325.14K

% of position

22.1%
8/4/2026
22.48K17.51K

Class A Common Stock

Direct
S · Sale

Shares

10.96K

Price / share

$66.71

Trade value

$730.87K

% of position

62.6%
8/4/2026
17.51K6.56K

Class A Common Stock

Direct
S · Sale

Shares

2.68K

Price / share

$67.84

Trade value

$181.95K

% of position

40.9%
8/4/2026
6.56K3.88K

Class A Common Stock

Direct
S · Sale

Shares

3.88K

Price / share

$68.44

Trade value

$265.27K

% of position

New position
8/4/2026
3.88K0.00
Total

Net shares

122.48K

Net value

-$8.03M

Derivative Transactions2

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

100K shares

Shares

100K

Strike price

0

Held after

6.77M

Exercisable

8/3/2026

LLC Units in Goosehead Financial, LLC

Direct
C · Conversion
Converts to

Class A Common Stock

22.48K shares

Shares

22.48K

Strike price

0

Held after

6.75M

Exercisable

8/4/2026
Non-Derivative Holdings (Post-Transaction)5

Class B Common Stock

Direct
Shares owned132.35K

Class B Common Stock

Indirect
Shares owned1.77M

Class A Common Stock

Direct
Shares owned38.85K

Class A Common Stock

Direct
Shares owned71.56K

Class B Common Stock

Direct
Shares owned182.35K
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