MARK & ROBYN JONES DESCENDANTS TRUST 2014

PrivateCIK: 1736769
Location

WESTLAKE, TX

MARK & ROBYN JONES DESCENDANTS TRUST 2014 reported 1 transaction at GOOSEHEAD INSURANCE, INC.

Review the transaction codes below to understand the nature of each event.

10% OwnerOther
Since Nov 2018
-200K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
2
Total transactions
200K disposed
Non-Derivative Transactions1

Class B Common Stock

Direct
G · Gift

Shares

100K

Price / share

Trade value

% of position

1.5%
8/27/2026
6.75M6.65M
Total

Net shares

100K

Net value

$0.00

Derivative Transactions1

LLC Units in Goosehead Financial, LLC

Direct
G · Gift
Converts to

Class A Common Stock

100K shares

Shares

100K

Strike price

0

Held after

6.65M

Exercisable

8/27/2026
Non-Derivative Holdings (Post-Transaction)3

Class B Common Stock

Direct
Shares owned132.35K

Class B Common Stock

Direct
Shares owned182.35K

Class B Common Stock

Indirect
Shares owned1.77M
Total
314.70K direct·1.77M indirect2.08M
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