Tapewire

Nasdaq · USD

GSHD

Goosehead Insurance, Inc.

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Tapewire entity
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

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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 09, 2025 Filed May 9, 2025 21:29 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 29,665 $102.52 $3,041,255.80
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 8

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: 4,928

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.00 to $102.97, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 09, 2025 Filed May 9, 2025 21:29 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 2,628 $101.78 $267,477.84
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · nonDerivative · entry 7

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: 34,593

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.56 to $101.98, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 09, 2025 Filed May 9, 2025 21:29 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 37,221 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.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: 37,221

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 09, 2025 Filed May 9, 2025 21:29 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 37,221 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.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: 7,638,840

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 08, 2025 Filed May 9, 2025 21:29 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 30,081 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.xml · derivative · entry 15

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: 7,676,061

Underlying: Class A Common Stock · 30,081 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.

F10 · 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.

F10 · 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 08, 2025 Filed May 9, 2025 21:29 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 16,256 $102.14 $1,660,387.84
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.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: 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 $102.00 to $102.81, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 08, 2025 Filed May 9, 2025 21:29 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 13,825 $101.73 $1,406,417.25
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.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: 16,256

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.00 to $101.99, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 08, 2025 Filed May 9, 2025 21:29 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 30,081 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.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: 30,081

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 08, 2025 Filed May 9, 2025 21:29 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 30,081 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000080 · wk-form4_1746826160.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: 7,676,061

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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 08, 2025 Filed May 9, 2025 21:12 UTC Disposition to issuerDirector Stock Options (right to buy) · Derivative 6,667 $0.00 Strike: $92.08 $0.00
Disclosure

SEC source: 0001726978-25-000078 · wk-form4_1746825146.xml · derivative · entry 1

McConnon Thomas · CIK 0001908314 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,000

Underlying: Class A Common Stock · 6,667 shares

Expires 2032-02-02

F1 · derivative.exercise_date: The shares subject to the option vested and became exercisable, subject to continued service, in eight (8) equal quarterly installments over the two (2) year period following the grant date, which was February 2, 2022.

Read SEC document
May 08, 2025 Filed May 9, 2025 21:10 UTC Disposition to issuerDirector Stock Options (right to buy) · Derivative 6,667 $0.00 Strike: $92.08 $0.00
Disclosure

SEC source: 0001726978-25-000076 · wk-form4_1746825051.xml · derivative · entry 1

Cruzado Waded · CIK 0001908556 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,000

Underlying: Class A Common Stock · 6,667 shares

Expires 2032-02-02

F1 · derivative.exercise_date: The shares subject to the option vested and became exercisable, subject to continued service, in eight (8) equal quarterly installments over the two (2) year period following the grant date, which was February 2, 2022.

Read SEC document
May 06, 2025 Filed May 8, 2025 22:59 UTC GrantDirector Stock Options (right to buy) · Derivative 6,586 $0.00 Strike: $102.70 $0.00
Disclosure

SEC source: 0001726978-25-000074 · wk-form4_1746745181.xml · derivative · entry 1

Wade William Francis Jr · CIK 0002065986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,586

Underlying: Class A Common Stock · 6,586 shares

Expires 2035-05-06

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 06, 2025 Filed May 8, 2025 22:57 UTC
Jones Robyn Mary ElizabethDirector · 10% owner · Member of 10% owner group
GrantDirector Stock Options (right to buy) · Derivative 6,586 $0.00 Strike: $102.70 $0.00
Disclosure

SEC source: 0001726978-25-000070 · wk-form4_1746745019.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: 6,586

Underlying: Class A Common Stock · 6,586 shares

Expires 2035-05-06

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 06, 2025 Filed May 8, 2025 22:58 UTC GrantDirector Stock Options (right to buy) · Derivative 6,586 $0.00 Strike: $102.70 $0.00
Disclosure

SEC source: 0001726978-25-000072 · wk-form4_1746745100.xml · derivative · entry 1

Lane Peter R. · CIK 0001570186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,586

Underlying: Class A Common Stock · 6,586 shares

Expires 2035-05-06

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 06, 2025 Filed May 8, 2025 22:41 UTC
Reid JamesDirector
GrantDirector Stock Options (right to buy) · Derivative 6,586 $0.00 Strike: $102.70 $0.00
Disclosure

SEC source: 0001726978-25-000068 · wk-form4_1746744085.xml · derivative · entry 1

Reid James · CIK 0001737074 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,586

Underlying: Class A Common Stock · 6,586 shares

Expires 2035-05-06

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 06, 2025 Filed May 8, 2025 22:38 UTC GrantDirector Stock Options (right to buy) · Derivative 6,586 $0.00 Strike: $102.70 $0.00
Disclosure

SEC source: 0001726978-25-000064 · wk-form4_1746743902.xml · derivative · entry 1

McConnon Thomas · CIK 0001908314 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,586

Underlying: Class A Common Stock · 6,586 shares

Expires 2035-05-06

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 06, 2025 Filed May 8, 2025 22:40 UTC
Langston Patrick Ryan10% owner · Member of 10% owner group
GrantDirector Stock Options (right to buy) · Derivative 3,293 $0.00 Strike: $102.70 $0.00
Disclosure

SEC source: 0001726978-25-000066 · wk-form4_1746744005.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: 3,293

Underlying: Class A Common Stock · 3,293 shares

Expires 2035-05-06

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 06, 2025 Filed May 8, 2025 22:36 UTC GrantDirector Stock Options (right to buy) · Derivative 6,586 $0.00 Strike: $102.70 $0.00
Disclosure

SEC source: 0001726978-25-000062 · wk-form4_1746743783.xml · derivative · entry 1

Cruzado Waded · CIK 0001908556 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,586

Underlying: Class A Common Stock · 6,586 shares

Expires 2035-05-06

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
March 25, 2025 Filed Mar 26, 2025 22:27 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 27,427 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · derivative · entry 15

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: Plan reported

Ownership: Direct

Disclosed balance after: 7,706,142

Underlying: Class A Common Stock · 27,427 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.

F9 · 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.

F9 · 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 25, 2025 Filed Mar 26, 2025 22:27 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 649 $121.06 $78,567.94
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 8

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: Plan reported

Ownership: Direct

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.00 to $121.30, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 25, 2025 Filed Mar 26, 2025 22:27 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 26,778 $120.32 $3,221,928.96
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · nonDerivative · entry 7

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: Plan reported

Ownership: Direct

Disclosed balance after: 649

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.97, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 25, 2025 Filed Mar 26, 2025 22:27 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 27,427 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.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: Plan reported

Ownership: Direct

Disclosed balance after: 27,427

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 25, 2025 Filed Mar 26, 2025 22:27 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 27,427 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.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: Plan reported

Ownership: Direct

Disclosed balance after: 7,706,142

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 24, 2025 Filed Mar 26, 2025 22:27 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 43,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.xml · derivative · entry 14

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: Plan reported

Ownership: Direct

Disclosed balance after: 7,733,569

Underlying: Class A Common Stock · 43,712 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.

F9 · 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.

F9 · 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 24, 2025 Filed Mar 26, 2025 22:27 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 25,186 $121.21 $3,052,795.06
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.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: Plan reported

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 $121.00 to $121.83, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 24, 2025 Filed Mar 26, 2025 22:27 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 18,526 $120.29 $2,228,492.54
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.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: Plan reported

Ownership: Direct

Disclosed balance after: 25,186

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.95, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 24, 2025 Filed Mar 26, 2025 22:27 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 43,712 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.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: Plan reported

Ownership: Direct

Disclosed balance after: 43,712

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 24, 2025 Filed Mar 26, 2025 22:27 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 43,712 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000047 · wk-form4_1743028027.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: Plan reported

Ownership: Direct

Disclosed balance after: 7,733,569

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 12, 2025 Filed Mar 14, 2025 21:55 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 500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000025 · wk-form4_1741989327.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: Plan reported

Ownership: Direct

Disclosed balance after: 7,777,281

Underlying: Class A Common Stock · 500 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 12, 2025 Filed Mar 14, 2025 21:55 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 500 $120.12 $60,060.00
Disclosure

SEC source: 0001726978-25-000025 · wk-form4_1741989327.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: Plan reported

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 $120.09 to $120.23, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 12, 2025 Filed Mar 14, 2025 21:55 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 500 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000025 · wk-form4_1741989327.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: Plan reported

Ownership: Direct

Disclosed balance after: 500

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 12, 2025 Filed Mar 14, 2025 21:55 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 500 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000025 · wk-form4_1741989327.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: Plan reported

Ownership: Direct

Disclosed balance after: 7,777,281

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 06, 2025 Filed Mar 7, 2025 21:53 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 8,761 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · derivative · entry 19

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: Plan reported

Ownership: Direct

Disclosed balance after: 7,777,781

Underlying: Class A Common Stock · 8,761 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.

F12 · 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.

F12 · 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 06, 2025 Filed Mar 7, 2025 21:53 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 100 $123.30 $12,330.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · 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: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 06, 2025 Filed Mar 7, 2025 21:53 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 3,100 $122.56 $379,936.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 11

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: Plan reported

Ownership: Direct

Disclosed balance after: 100

F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.15 to $123.05, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 06, 2025 Filed Mar 7, 2025 21:53 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 1,800 $121.50 $218,700.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 10

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: Plan reported

Ownership: Direct

Disclosed balance after: 3,200

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.14 to $122.05, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 06, 2025 Filed Mar 7, 2025 21:53 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 3,761 $120.55 $453,388.55
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · 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: Plan reported

Ownership: Direct

Disclosed balance after: 5,000

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.06 to $120.98, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 06, 2025 Filed Mar 7, 2025 21:53 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 8,761 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 8

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: Plan reported

Ownership: Direct

Disclosed balance after: 8,761

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 06, 2025 Filed Mar 7, 2025 21:53 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 8,761 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · nonDerivative · entry 7

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: Plan reported

Ownership: Direct

Disclosed balance after: 7,777,781

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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
March 05, 2025 Filed Mar 7, 2025 21:53 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 19,600 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.xml · derivative · entry 18

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: Plan reported

Ownership: Direct

Disclosed balance after: 7,786,542

Underlying: Class A Common Stock · 19,600 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.

F12 · 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.

F12 · 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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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March 05, 2025 Filed Mar 7, 2025 21:53 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 2,100 $124.35 $261,135.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.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: Plan reported

Ownership: Direct

Disclosed balance after: 0

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.19 to $124.46, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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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March 05, 2025 Filed Mar 7, 2025 21:53 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 9,450 $123.75 $1,169,437.50
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.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: Plan reported

Ownership: Direct

Disclosed balance after: 2,100

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.19 to $124.13, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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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March 05, 2025 Filed Mar 7, 2025 21:53 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 2,950 $122.56 $361,552.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.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: Plan reported

Ownership: Direct

Disclosed balance after: 11,550

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.19 to $123.16, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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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March 05, 2025 Filed Mar 7, 2025 21:53 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 5,100 $121.67 $620,517.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.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: Plan reported

Ownership: Direct

Disclosed balance after: 14,500

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.04 to $122.03, 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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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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March 05, 2025 Filed Mar 7, 2025 21:53 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 19,600 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.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: Plan reported

Ownership: Direct

Disclosed balance after: 19,600

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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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March 05, 2025 Filed Mar 7, 2025 21:53 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 19,600 $0.00 $0.00
Disclosure

SEC source: 0001726978-25-000023 · wk-form4_1741384412.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: Plan reported

Ownership: Direct

Disclosed balance after: 7,786,542

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 (i) directly by the Mark & Robyn Jones Descendants Trust 2014 and (ii) 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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February 28, 2025 Filed Mar 5, 2025 01:35 UTC
Jones Mark E. Jr.Chief Financial Officer · 10% owner · Member of 10% owner group
PurchaseClass A Common Stock 1,010 $118.02 $119,200.20
Disclosure

SEC source: 0001726978-25-000021 · wk-form4_1741138517.xml · nonDerivative · entry 1

Jones Mark E. Jr. · CIK 0001737782 · Chief Financial Officer · 10% owner · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,342

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February 28, 2025 Filed Mar 5, 2025 01:34 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
Exercise / conversionEmployee Stock Options (right to buy) · Derivative 40,000 $40.88 Strike: $40.88 $1,635,200.00
Disclosure

SEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · derivative · entry 6

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: 194,000

Underlying: Class A Common Stock · 40,000 shares

Expires 2030-04-01

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: One third (1/3rd) of the shares subject to the option, which represents the right to purchase a total of 234,000 shares, vested and became exercisable, subject to continued employment, on each of the second, third, and fourth anniversaries of the grant date, which was April 1, 2020.

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February 28, 2025 Filed Mar 5, 2025 01:34 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,003 $121.50 $243,364.50
Disclosure

SEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · nonDerivative · entry 5

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: 38,951

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.12 to $121.65, 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.

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February 28, 2025 Filed Mar 5, 2025 01:34 UTC
Jones Mark EvanDirector · Executive Chairman · 10% owner · Member of 10% owner group
SaleClass A Common Stock 2,018 $120.53 $243,229.54
Disclosure

SEC source: 0001726978-25-000020 · wk-form4_1741138461.xml · nonDerivative · entry 4

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: 40,954

F1 · security: This does not reflect shares directly held by the reporting person's spouse, who is independently a reporting person of the issuer.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.95, 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.

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