Tapewire

Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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4370
SEC CIK
0001726978
Parsed reports
1,236

Last 12 months

Inside the activity.

19 purchase rows · 36 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202502
Jan 202600
Feb 202610
Mar 202600
Apr 202602
May 202659
Jun 202600
Jul 2026107
Aug 2026016
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 21, 2026 Filed May 21, 2026 23:19 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 70,751 $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000006 · wk-form4_1779405538.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,751

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 21, 2026 Filed May 21, 2026 23:19 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 70,751 $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000006 · wk-form4_1779405538.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,133,045

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 18, 2026 Filed May 19, 2026 01:23 UTC PurchaseClass A Common Stock 5,000 $41.50 $207,500.00
Disclosure

SEC source: 0000950103-26-007352 · ownership.xml · nonDerivative · entry 1

Thornthwaite Martin Ellis · CIK 0002122520 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Read SEC document
May 15, 2026 Filed May 15, 2026 22:14 UTC
Jones Mark E. Jr.President & COO · 10% owner · Member of 10% owner group
PurchaseClass A Common Stock 2,650 $37.50 $99,375.00
Disclosure

SEC source: 0001737782-26-000006 · wk-form4_1778883271.xml · nonDerivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · President & COO · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,014

Read SEC document
May 14, 2026 Filed May 15, 2026 22:13 UTC
Miller MarkDirector · President and CEO
PurchaseClass A Common Stock 5,000 $36.89 $184,450.00
Disclosure

SEC source: 0001726978-26-000047 · wk-form4_1778883181.xml · nonDerivative · entry 1

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,000

Read SEC document
May 05, 2026 Filed May 7, 2026 23:08 UTC GrantDirector Stock Options (right to buy) · Derivative 13,979 $0.00 Strike: $42.46 $0.00
Disclosure

SEC source: 0002065986-26-000001 · wk-form4_1778195282.xml · derivative · entry 1

Wade William Francis Jr · CIK 0002065986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,979

Underlying: Class A Common Stock · 13,979 shares

Expires 2036-05-05

F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).

Read SEC document
May 05, 2026 Filed May 7, 2026 23:05 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
GrantDirector Stock Options (right to buy) · Derivative 13,979 $0.00 Strike: $42.46 $0.00
Disclosure

SEC source: 0001737503-26-000001 · wk-form4_1778195101.xml · derivative · entry 1

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,979

Underlying: Class A Common Stock · 13,979 shares

Expires 2036-05-05

F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).

Read SEC document
May 05, 2026 Filed May 7, 2026 23:07 UTC GrantDirector Stock Options (right to buy) · Derivative 13,979 $0.00 Strike: $42.46 $0.00
Disclosure

SEC source: 0002113502-26-000005 · wk-form4_1778195225.xml · derivative · entry 1

Goldberg Louis · CIK 0002113502 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,979

Underlying: Class A Common Stock · 13,979 shares

Expires 2036-05-05

F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).

Read SEC document
May 05, 2026 Filed May 7, 2026 23:05 UTC GrantDirector Stock Options (right to buy) · Derivative 13,979 $0.00 Strike: $42.46 $0.00
Disclosure

SEC source: 0001570186-26-000001 · wk-form4_1778195155.xml · derivative · entry 1

Lane Peter R. · CIK 0001570186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,979

Underlying: Class A Common Stock · 13,979 shares

Expires 2036-05-05

F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).

Read SEC document
May 05, 2026 Filed May 7, 2026 23:03 UTC
Reid JamesDirector
GrantDirector Stock Options (right to buy) · Derivative 13,979 $0.00 Strike: $42.46 $0.00
Disclosure

SEC source: 0001737074-26-000001 · wk-form4_1778195004.xml · derivative · entry 1

Reid James · CIK 0001737074 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,979

Underlying: Class A Common Stock · 13,979 shares

Expires 2036-05-05

F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).

Read SEC document
May 05, 2026 Filed May 7, 2026 23:02 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
GrantDirector Stock Options (right to buy) · Derivative 6,989 $0.00 Strike: $42.46 $0.00
Disclosure

SEC source: 0001736766-26-000001 · wk-form4_1778194944.xml · derivative · entry 1

Langston Patrick Ryan · CIK 0001736766 · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,989

Underlying: Class A Common Stock · 6,989 shares

Expires 2036-05-05

F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).

Read SEC document
May 05, 2026 Filed May 7, 2026 22:59 UTC GrantDirector Stock Options (right to buy) · Derivative 13,979 $0.00 Strike: $42.46 $0.00
Disclosure

SEC source: 0001908556-26-000001 · wk-form4_1778194796.xml · derivative · entry 1

Cruzado Waded · CIK 0001908556 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,979

Underlying: Class A Common Stock · 13,979 shares

Expires 2036-05-05

F1 · derivative.exercise_date: The shares subject to the option shall vest and become exercisable, subject to continued service, in 12 equal quarterly installments over the three (3) year period following the grant date; provided that all shares subject to the option will vest and become exercisable upon a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan).

Read SEC document
May 01, 2026 Filed May 5, 2026 21:51 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 5,090 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000004 · wk-form4_1778017880.xml · derivative · entry 9

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,203,796

Underlying: Class A Common Stock · 5,090 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 01, 2026 Filed May 5, 2026 21:51 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 5,090 $45.32 $230,678.80
Disclosure

SEC source: 0001736769-26-000004 · wk-form4_1778017880.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.02 to $45.70, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 01, 2026 Filed May 5, 2026 21:51 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 5,090 $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000004 · wk-form4_1778017880.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,090

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
May 01, 2026 Filed May 5, 2026 21:51 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 5,090 $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000004 · wk-form4_1778017880.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,203,796

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
April 29, 2026 Filed Apr 30, 2026 22:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 5,307 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · derivative · entry 13

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,208,886

Underlying: Class A Common Stock · 5,307 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
April 29, 2026 Filed Apr 30, 2026 22:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 5,307 $48.07 $255,107.49
Disclosure

SEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · nonDerivative · entry 6

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.00 to $48.40, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
April 29, 2026 Filed Apr 30, 2026 22:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 5,307 $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · nonDerivative · entry 5

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,307

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
April 29, 2026 Filed Apr 30, 2026 22:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 5,307 $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · nonDerivative · entry 4

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,208,886

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
April 28, 2026 Filed Apr 30, 2026 22:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionLLC Units in Goosehead Financial, LLC · Derivative 179 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · derivative · entry 12

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,214,193

Underlying: Class A Common Stock · 179 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
April 28, 2026 Filed Apr 30, 2026 22:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
SaleClass A Common Stock 179 $49.06 $8,781.74
Disclosure

SEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · nonDerivative · entry 3

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.05 to $49.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
April 28, 2026 Filed Apr 30, 2026 22:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass A Common Stock 179 $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · nonDerivative · entry 2

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

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April 28, 2026 Filed Apr 30, 2026 22:03 UTC
Mark & Robyn Jones Descendants Trust 201410% owner · Member of 10% owner group
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
ConversionClass B Common Stock 179 $0.00 $0.00
Disclosure

SEC source: 0001736769-26-000003 · wk-form4_1777586616.xml · nonDerivative · entry 1

Mark & Robyn Jones Descendants Trust 2014 · CIK 0001736769 · 10% owner · Member of 10% owner group

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

Jones Robyn Mary Elizabeth · CIK 0001737503 · Director · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,214,193

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

Read SEC document
April 20, 2026 Filed Apr 22, 2026 21:30 UTC
Jones Mark E. Jr.President & COO · 10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 50,000 $0.00 Strike: $49.12 $0.00
Disclosure

SEC source: 0001737782-26-000004 · wk-form4_1776893405.xml · derivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · President & COO · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Class A Common Stock · 50,000 shares

Expires 2036-04-20

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan).

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April 20, 2026 Filed Apr 22, 2026 21:29 UTC
Martin John ArthurChief Financial Officer
GrantEmployee Stock Options (right to buy) · Derivative 40,000 $0.00 Strike: $49.12 $0.00
Disclosure

SEC source: 0002129872-26-000004 · wk-form4_1776893362.xml · derivative · entry 1

Martin John Arthur · CIK 0002129872 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,000

Underlying: Class A Common Stock · 40,000 shares

Expires 2036-04-20

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan).

Read SEC document
April 03, 2026 Filed Apr 7, 2026 20:29 UTC GrantEmployee Stock Options (right to buy) · Derivative 30,000 $0.00 Strike: $46.68 $0.00
Disclosure

SEC source: 0002122520-26-000005 · wk-form4_1775593774.xml · derivative · entry 1

Thornthwaite Martin Ellis · CIK 0002122520 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Class A Common Stock · 30,000 shares

Expires 2036-04-03

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan).

Read SEC document
February 20, 2026 Filed Feb 26, 2026 00:28 UTC PurchaseClass A Common Stock 5,575 $44.85 $250,038.75
Disclosure

SEC source: 0002113502-26-000004 · wk-form4_1772065722.xml · nonDerivative · entry 1

Goldberg Louis · CIK 0002113502 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,575

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:10 UTC
Miller MarkDirector · President and CEO
GrantEmployee Stock Options (right to buy) · Derivative 110,000 $0.00 Strike: $77.18 $0.00
Disclosure

SEC source: 0001737949-26-000002 · wk-form4_1767737408.xml · derivative · entry 1

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,000

Underlying: Class A Common Stock · 110,000 shares

Expires 2036-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan).

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:06 UTC
Jones Mark E. Jr.CFO & COO · 10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 90,000 $0.00 Strike: $77.18 $0.00
Disclosure

SEC source: 0001737782-26-000002 · wk-form4_1767737161.xml · derivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,000

Underlying: Class A Common Stock · 90,000 shares

Expires 2036-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan).

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:08 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 100,000 $0.00 Strike: $77.18 $0.00
Disclosure

SEC source: 0001736768-26-000002 · wk-form4_1767737305.xml · derivative · entry 1

Jones Mark Evan · CIK 0001736768 · Director · Executive Chairman · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Class A Common Stock · 100,000 shares

Expires 2036-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan).

Read SEC document
January 02, 2026 Filed Jan 6, 2026 22:02 UTC
O'Connor John TerryGeneral Counsel
GrantEmployee Stock Options (right to buy) · Derivative 15,000 $0.00 Strike: $77.18 $0.00
Disclosure

SEC source: 0001979039-26-000002 · wk-form4_1767736971.xml · derivative · entry 1

O'Connor John Terry · CIK 0001979039 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

Underlying: Class A Common Stock · 15,000 shares

Expires 2036-01-02

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan).

Read SEC document
December 01, 2025 Filed Dec 3, 2025 23:19 UTC SaleClass A Common Stock 1,700 $74.56 $126,752.00
Disclosure

SEC source: 0001908314-25-000004 · wk-form4_1764803944.xml · nonDerivative · entry 2

McConnon Thomas · CIK 0001908314 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 269,322

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.49 to $74.63, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F2 · ownership.nature: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 23:19 UTC SaleClass A Common Stock 67,986 $73.60 $5,003,769.60
Disclosure

SEC source: 0001908314-25-000004 · wk-form4_1764803944.xml · nonDerivative · entry 1

McConnon Thomas · CIK 0001908314 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 271,022

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.49 to $74.48, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

F2 · ownership.nature: Thomas McConnon, a member of the Goosehead Insurance, Inc. ("Goosehead") board of directors, is the Chief Investment Officer of Whitebark Investors LP ("Whitebark") and may be deemed a beneficial owner of shares ("Shares") of Goosehead Class A Common Stock managed by Whitebark. The Shares reported herein were sold by Whitebark for its client, Wildcat Public Equity Partners, LLC. Mr. McConnon disclaims beneficial ownership of such Shares except to the extent of his pecuniary interest therein.

Read SEC document
November 28, 2025 Filed Dec 1, 2025 21:32 UTC
Miller MarkDirector · President and CEO
PurchaseClass A Common Stock 5,000 $72.34 $361,700.00
Disclosure

SEC source: 0001737949-25-000004 · wk-form4_1764624749.xml · nonDerivative · entry 1

Miller Mark · CIK 0001737949 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,000

Read SEC document
November 26, 2025 Filed Nov 28, 2025 22:19 UTC
O'Connor John TerryGeneral Counsel
PurchaseClass A Common Stock 2,100 $71.81 $150,801.00
Disclosure

SEC source: 0001979039-25-000003 · wk-form4_1764368393.xml · nonDerivative · entry 1

O'Connor John Terry · CIK 0001979039 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,100

Read SEC document
October 27, 2025 Filed Oct 29, 2025 20:50 UTC
Jones Mark E. Jr.CFO & COO · 10% owner · Member of 10% owner group
PurchaseClass A Common Stock 866 $74.44 $64,465.04
Disclosure

SEC source: 0001726978-25-000143 · wk-form4_1761771045.xml · nonDerivative · entry 2

Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,364

Read SEC document
October 27, 2025 Filed Oct 29, 2025 20:50 UTC
Jones Mark E. Jr.CFO & COO · 10% owner · Member of 10% owner group
PurchaseClass A Common Stock 7 $74.45 $521.15
Disclosure

SEC source: 0001726978-25-000143 · wk-form4_1761771045.xml · nonDerivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,498

Read SEC document
August 26, 2025 Filed Aug 28, 2025 21:33 UTC
Jones Mark E. Jr.CFO & COO · 10% owner · Member of 10% owner group
GrantEmployee Stock Options (right to buy) · Derivative 20,000 $0.00 Strike: $95.27 $0.00
Disclosure

SEC source: 0001726978-25-000132 · wk-form4_1756416785.xml · derivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · CFO & COO · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common Stock · 20,000 shares

Expires 2035-08-26

F1 · derivative.exercise_date: One third (1/3rd) of the shares subject to the option shall vest and become exercisable, subject to continued employment, on each of the first, second, and third anniversaries of the grant date; provided that all shares subject to the option will vest and become exercisable if, within six months following a "change in control" (as defined in the Issuer's Amended and Restated Omnibus Incentive Plan (the "Plan")), the reporting person's employment is terminated without "cause" or for "good reason" (each as defined in the reporting person's option award agreement or the Issuer's Plan).

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,787 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 22

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Joshua Thomas Jones Trust

Disclosed balance after: 9,787

Underlying: Class A Common Stock · 9,787 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,787 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 21

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 9,787 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,787 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 20

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Emily Marie Jones Trust

Disclosed balance after: 9,787

Underlying: Class A Common Stock · 9,787 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,787 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 19

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 9,787

Underlying: Class A Common Stock · 9,787 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,787 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 18

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Brendan Scot Jones Trust

Disclosed balance after: 9,787

Underlying: Class A Common Stock · 9,787 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,787 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 17

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 19,574

Underlying: Class A Common Stock · 9,787 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,788 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 16

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Benjamin Douglas Jones Trust

Disclosed balance after: 9,788

Underlying: Class A Common Stock · 9,788 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,788 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 15

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 29,361

Underlying: Class A Common Stock · 9,788 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,788 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 14

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Alexandra Nicole Rogers Trust

Disclosed balance after: 9,788

Underlying: Class A Common Stock · 9,788 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftLLC Units in Goosehead Financial, LLC · Derivative 9,788 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 13

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust

Disclosed balance after: 39,149

Underlying: Class A Common Stock · 9,788 shares

Expires not disclosed

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document
August 22, 2025 Filed Aug 26, 2025 17:37 UTC
Jones Serena10% owner · Member of 10% owner group
SLJ 2023 Grantor Retained Annuity Trust10% owner · Member of 10% owner group
Alexandra Nicole Rogers Trust10% owner · Member of 10% owner group
Benjamin Douglas Jones Trust10% owner · Member of 10% owner group
Brendan Scot Jones Trust10% owner · Member of 10% owner group
Emily Marie Jones Trust10% owner · Member of 10% owner group
Joshua Thomas Jones Trust10% owner · Member of 10% owner group
GiftClass B Common Stock 9,787 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 10

Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group

SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group

Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group

Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group

Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group

Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group

Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Joshua Thomas Jones Trust

Disclosed balance after: 9,787

F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.