Mark & Robyn Jones Descendants Trust 2014 and 2 Others Sells $8.03M of Goosehead Insurance Inc (GSHD) — SEC Form 4, Aug 05, 2026
Open-Market Net Sale · SEC Form 4
−$8,034,235
Equity position changed by -1.3%
Reporting Owners
Chair
10% Owner
Director
10% Owner
TXN 2026-08-04
·
FILED 2026-08-05
Equity Position
9.04M sh
9,159,130 → 9,036,649
Equity Change
-1.3%
shares held after vs before
Filing Lag
1 business day
within 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Reporting Owners
| Name | Relationship |
|---|---|
| Mark & Robyn Jones Descendants Trust 2014 CIK 0001736769 |
10% Owner
Member of 10% owner group
|
| Mark Evan Jones CIK 0001736768 |
Director
Chair
10% Owner
Member of 10% owner group
|
| Mary Jones Robyn Elizabeth CIK 0001737503 |
Director
10% Owner
Member of 10% owner group
|
Mark & Robyn Jones Descendants Trust 2014 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 |
| 2026-07-30 | Sell | -$8,880,809 | View |
| 2026-05-28 | Sell | -$390,814 | View |
| 2026-05-26 | Sell | -$1,826,711 | View |
| 2026-05-22 | Sell | -$3,453,750 | View |
Non-Derivative Securities Transactions
| Title | Date | Type | Shares | Price | Net Total | Post-Txn | Ownership |
|---|---|---|---|---|---|---|---|
| Class B Common StockF1 | 2026-08-03 | C - Conversion | 100,000 D | $0.00 | — | 6,767,661 | Direct |
| Class A Common StockF1 | 2026-08-03 | C - Conversion | 100,000 A | $0.00 | — | 100,000 | Direct |
| Class A Common StockF2F1 | 2026-08-03 | S - Sale | 100,000 D | $65.31 | -$6,531,000 | 0 | Direct |
| Class B Common StockF1 | 2026-08-04 | C - Conversion | 22,481 D | $0.00 | — | 6,745,180 | Direct |
| Class A Common StockF1 | 2026-08-04 | C - Conversion | 22,481 A | $0.00 | — | 22,481 | Direct |
| Class A Common StockF3F1 | 2026-08-04 | S - Sale | 4,967 D | $65.46 | -$325,140 | 17,514 | Direct |
| Class A Common StockF4F1 | 2026-08-04 | S - Sale | 10,956 D | $66.71 | -$730,875 | 6,558 | Direct |
| Class A Common StockF5F1 | 2026-08-04 | S - Sale | 2,682 D | $67.84 | -$181,947 | 3,876 | Direct |
| Class A Common StockF6F1 | 2026-08-04 | S - Sale | 3,876 D | $68.44 | -$265,273 | 0 | Direct |
Derivative Securities Transactions
| Title | Strike | Date | Type | Shares | Price | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLCF10F10F1 | $0.00 | 2026-08-03 | C - Conversion | 100,000 D | $0.00 | 100,000 Class A Common Stock | Direct | |
| LLC Units in Goosehead Financial, LLCF10F10F1 | $0.00 | 2026-08-04 | C - Conversion | 22,481 D | $0.00 | 22,481 Class A Common Stock | Direct |
Derivative Holdings
Footnotes (10)
- 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. Show more
- F2
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.86, 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. Show more
- F3
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.09 to $65.99, 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. Show more
- F4
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.21 to $67.09, 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. Show more
- F5
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.25 to $68.22, 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. Show more
- F6
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.25 to $68.84, 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. Show more
- F7
- Reflects 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. Show more
- F8
- Reflects 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. Show more
- F9
- Reflects 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. Show more
- F10
- 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
Related filings at Goosehead Insurance Inc
Institutional Holders
13F holders · Jun 30, 2026
230
institutional managers reporting a position
Largest by reported value
5%+ Holders · 13D/G
5 filers
Other insiders at Goosehead Insurance Inc
GET /v1/forms/4/0001736769-26-000018
API docs
View Original SEC Filing