SEC Form 4 · accession 0001736769-26-000014

Goosehead Insurance, Inc. · GSHD

Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗

Reporting owners

Mark Evan Jones

Officer — Executive Chairman · Director · 10% Owner · Other

Mark & Robyn Jones Descendants Trust 2014

10% Owner · Other

Robyn Mary Elizabeth Jones

Director · 10% Owner · Other

Period of report

Jul 29, 2026

Accepted (ET)

Jul 30, 2026 · 5:27 pm EDT

Rule 10b5-1 plan

box not checked

Issuer CIK

0001726978

Table I — non-derivative securities

Security	Date	Code	Shares	Price	A/D	Owned after	D/I	Nature of ownership
Class B Common Stock^F1	Jul 29, 2026	C	125,000	$0.00	D	6,870,180	D
Class A Common Stock^F1	Jul 29, 2026	C	125,000	$0.00	A	125,000	D
Class A Common Stock^F2,F1	Jul 29, 2026	S	21,404	$68.43	D	103,596	D
Class A Common Stock^F3,F1	Jul 29, 2026	S	47,182	$69.60	D	56,414	D
Class A Common Stock^F4,F1	Jul 29, 2026	S	56,414	$70.29	D	0	D
Class B Common Stock^F1	Jul 30, 2026	C	2,519	$0.00	D	6,867,661	D
Class A Common Stock^F1	Jul 30, 2026	C	2,519	$0.00	A	2,519	D
Class A Common Stock^F5,F1	Jul 30, 2026	S	375	$65.22	D	2,144	D
Class A Common Stock^F6,F1	Jul 30, 2026	S	2,144	$66.45	D	0	D
Class A Common Stock^F7	holding	—	—		—	38,851	D
Class B Common Stock^F7	holding	—	—		—	182,349	D
Class A Common Stock^F8	holding	—	—		—	71,565	D
Class B Common Stock^F8	holding	—	—		—	132,349	D
Class B Common Stock^F9	holding	—	—		—	1,766,355	I	By Trust

Table II — derivative securities

Security	Conv. / exercise price	Date	Code	Shares	A/D	Exercisable	Expires	Underlying	Underlying shares	Owned after	D/I
LLC Units in Goosehead Financial, LLC^F1,F10	$0.00	Jul 29, 2026	C	125,000	D	—	—	Class A Common Stock	125,000	6,870,180	D
LLC Units in Goosehead Financial, LLC^F1,F10	$0.00	Jul 30, 2026	C	2,519	D	—	—	Class A Common Stock	2,519	6,867,661	D
LLC Units in Goosehead Financial, LLC^F7,F10	$0.00	holding	—	—	—	—	—	Class A Common Stock	182,349	182,349	D
LLC Units in Goosehead Financial, LLC^F8,F10	$0.00	holding	—	—	—	—	—	Class A Common Stock	132,349	132,349	D
LLC Units in Goosehead Financial, LLC^F9,F10	$0.00	holding	—	—	—	—	—	Class A Common Stock	1,766,355	1,766,355	I

Explanation of responses

F1Reflects 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.
F10Each 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.
F2The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.93 to $68.92, 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.
F3The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.93 to $69.92, 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.
F4The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.93 to $70.88, 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.
F5The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.13 to $65.82, 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.
F6The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.32 to $66.49, 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.
F7Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.
F8Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.
F9Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.