Form 4 for GSHD Goosehead Insurance, Inc.
Accepted 2026-08-31 17:32:39 ET · period of report 2026-08-27 · accession 0001736769-26-000020 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-08-31 17:32 | 2026-08-27 | GSHD | Mark & Robyn Jones Descendants Trust 2014 | 10%, Member of 10% owner group | G - Gift | $0.00 | -100.0K | 6.65M | -1% | $0 |
| D | 2026-08-31 17:32 | 2026-08-27 | GSHD | Mark & Robyn Jones Descendants Trust 2014 | 10%, Member of 10% owner group | G - Gift | $0.00 | -100.0K | 6.65M | -1% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class B Common Stock | 2026-08-27 | G | D | 100,000 | $0.00 | 6,645,180 | D | — | — | (F1) 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. |
| 2 | Derivative | LLC Units in Goosehead Financial, LLC | 2026-08-27 | G | D | 100,000 | $0.00 | 6,645,180 | D | $0.00 · — to — | 100,000 Class A Common Stock | (F5) 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. (F5) 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) 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. |