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.
Class B Common Stock
Shares
−100K
Price / share
—
Trade value
—
% of position
Net shares
−100K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class B Common Stock Direct | 8/27/2026 | G · Gift | −100K | — | — | 1.5% | 6.75M | 6.65M |
| Total | −100K | $0.00 | ||||||
LLC Units in Goosehead Financial, LLC
Class A Common Stock
100K shares
Shares
−100K
Strike price
0
Held after
6.65M
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock100K shares | 8/27/2026 | G · Gift | −100K | 0 | — | 6.65M |
Class B Common Stock
DirectClass B Common Stock
DirectClass B Common Stock
Indirect| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class B Common Stock | 132.35K | Direct |
| Class B Common Stock | 182.35K | Direct |
| Class B Common Stock | 1.77M | Indirect |
| Total | 2.08M | 314.70K direct·1.77M indirect |
LLC Units in Goosehead Financial, LLC
DirectUnderlying shares
182.35K
Shares owned
182.35K
Exercise price
0
Expiration
—
Exercise window
—
LLC Units in Goosehead Financial, LLC
IndirectUnderlying shares
1.77M
Shares owned
1.77M
Exercise price
0
Expiration
—
Exercise window
—
LLC Units in Goosehead Financial, LLC
DirectUnderlying shares
132.35K
Shares owned
132.35K
Exercise price
0
Expiration
—
Exercise window
—
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 Indirect | Class A Common Stock | 0 | — | — | 1.77M | 1.77M |
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock | 0 | — | — | 132.35K | 132.35K |
| Total | 2.08M | 2.08M | ||||