Mark Evan Jones Transfers Shares of Goosehead Insurance Inc (GSHD) — SEC Form 4, Aug 20, 2026

SEC Form 4 · No Market Transaction
Gift

Transfer of shares as a gift.

Reporting Owner
Chair 10% Owner
TXN 2026-08-17 · FILED 2026-08-20
Equity Position 8.73M sh 8,732,735 → 8,732,635
Filing Lag 3 business days late vs 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Filing Date
2026-08-20
Report Date
2026-08-20
Accession No.
0001736768-26-000006
Accepted At
2026-08-20 01:15 UTC
Reporting Owner
Name Relationship
Mark Evan Jones CIK 0001736768
Director Chair 10% Owner Member of 10% owner group
Mark Evan Jones at Goosehead Insurance Inc Full insider history
Bought (12 mo) —
Sold (12 mo) $26,007,497
More from this insider at Goosehead Insurance Inc
2026-08-31 Gift/Other — View
2026-08-31 Gift/Other — View
2026-08-05 Sell -$8,034,235 View
2026-07-30 Sell -$8,880,809 View
2026-05-28 Sell -$390,814 View
All filings by this insider at Goosehead Insurance Inc
Non-Derivative Securities Transactions
Title Date Type Shares Price Net Total Post-Txn Ownership
Class A Common StockF1 2026-08-17 G - Gift 100 D $0.00 — 38,751 Direct
Non-Derivative Holdings
Title Shares Held Ownership
Class B Common StockF1 182,349 Direct
Class B Common StockF2 8,511,535 Indirect By Trust
Derivative Holdings
Title Amount Exercise Price Expiration
LLC Units in Goosehead Financial, LLCF3F3F1 Class A Common Stock 182,349 $0.00
LLC Units in Goosehead Financial, LLCF3F3F2 Class A Common Stock 8,511,535 $0.00
Footnotes (3)
F1
Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, who is independently a reporting person of the Issuer. Show more
F2
Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which the reporting person's immediate family members are beneficiaries. Show more
F3
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. Show more
5%+ Holders · 13D/G 5 filers
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