Goosehead Insurance plans sale of 250,000 shares

Goosehead Insurance, Inc. has filed a notice for the potential sale of up to 250,000 Class A Common shares through J.P.

Rhea-AI Filing Summary

Goosehead Insurance, Inc. has filed a notice for the potential sale of up to 250,000 Class A Common shares through J.P. Morgan Securities LLC on or about 07/29/2026, to be traded on NASDAQ. These Class A shares were received in exchange for Class B units that were originally acquired on April 27, 2018.

The filing also lists recent sales by the Mark and Robyn Jones Descendants Trust 2014 over the prior three months, including multiple transactions in Class A Common shares during May 2026, each with specified share amounts and consideration, illustrating an ongoing program of share dispositions.

Key Figures

Proposed shares to be sold: 250000 shares Recent sale 05/01/2026: 5090 shares Recent sale 05/21/2026: 70751 shares +3 more

6 metrics

Proposed shares to be sold 250000 shares Class A Common, expected sale on 07/29/2026 through J.P. Morgan Securities LLC

Recent sale 05/01/2026 5090 shares Class A Common sold by Mark and Robyn Jones Descendants Trust 2014

Recent sale 05/21/2026 70751 shares Class A Common sold by Mark and Robyn Jones Descendants Trust 2014

Recent sale 05/22/2026 82689 shares Class A Common sold by Mark and Robyn Jones Descendants Trust 2014

Recent sale 05/26/2026 45588 shares Class A Common sold by Mark and Robyn Jones Descendants Trust 2014

Recent sale 05/27/2026 9588 shares Class A Common sold by Mark and Robyn Jones Descendants Trust 2014

Key Terms

Form 144, Class A Common, Securities Sold During The Past 3 Months, Descendants Trust

4 terms

Form 144 regulatory

"144: Securities To Be Sold"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Class A Common financial

"Class A Common | J.P. Morgan Securities LLC"

Securities Sold During The Past 3 Months regulatory

"144: Securities Sold During The Past 3 Months"

Descendants Trust financial

"Mark and Robyn Jones Descendants Trust 2014"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many Goosehead Insurance (GSHD) shares are planned to be sold under this Form 144?

The filing covers a proposed sale of up to 250,000 Class A Common shares of Goosehead Insurance, Inc. The shares are expected to be sold through J.P. Morgan Securities LLC on or about 07/29/2026 on the NASDAQ market.

What is the origin of the Goosehead Insurance (GSHD) shares being sold?

The Class A Common shares to be sold were received in exchange for Class B units. Those Class B units were originally acquired on April 27, 2018, and later exchanged into the Class A shares now covered by the planned sale.

Who is the selling security holder in this Goosehead Insurance (GSHD) Form 144?

The filing identifies the Mark and Robyn Jones Descendants Trust 2014 as a selling security holder, using the Goosehead Insurance, Inc. corporate address. The trust is associated with multiple recent sales of Goosehead Class A Common shares.

What recent Goosehead Insurance (GSHD) share sales are disclosed for the past 3 months?

The document lists several May 2026 sales by the Descendants Trust 2014, including 5,090, 70,751, 82,689, 45,588, and 9,588 Class A shares on different dates, each with corresponding consideration amounts for those transactions.

On which exchange will the Goosehead Insurance (GSHD) shares under Form 144 be sold?

The proposed 250,000 Class A Common shares are indicated for sale on the NASDAQ exchange. J.P. Morgan Securities LLC is listed as the broker handling the transaction, with an expected sale date of 07/29/2026.

What is the purpose of this Goosehead Insurance (GSHD) Form 144 filing?

The Form 144 provides notice of a proposed disposition of restricted or control securities. Here, it documents the planned sale of 250,000 Goosehead Class A shares and summarizes related share sales by the Descendants Trust over the prior three months.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/29/2026 - 04:17 PM Accepted by SEC EDGAR 07/29/2026 - 04:16 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001736768
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Goosehead Insurance, Inc.
SEC File Number	001-38466
Address of Issuer	1500 Solana Blvd, Building 4, Suite 4500 Westlake TEXAS 76262
Phone	214-838-5500
Name of Person for Whose Account the Securities are To Be Sold	Mark Jones
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Affiliate

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A Common	J.P. Morgan Securities LLC 270 Madison Avenue - 10th Floor New York NY 10017	250000	17370000	23802805	07/29/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A Common	07/29/2026	Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018.	Issuer			250000	07/29/2026	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Mark and Robyn Jones Descendants Trust 2014 C/o Goosehead Insurance, Inc. 1500 Solana Blvd., Bldg 4, Suite 4500 Westlake TX 76262	Class A Common	05/01/2026	5090	230685
Mark and Robyn Jones Descendants Trust 2014 C/o Goosehead Insurance, Inc. 1500 Solana Blvd., Bldg 4, Suite 4500 Westlake TX 76262	Class A Common	05/21/2026	70751	2926361
Mark and Robyn Jones Descendants Trust 2014 C/o Goosehead Insurance, Inc. 1500 Solana Blvd., Bldg 4, Suite 4500 Westlake TX 76262	Class A Common	05/22/2026	82689	3452843
Mark and Robyn Jones Descendants Trust 2014 C/o Goosehead Insurance, Inc. 1500 Solana Blvd., Bldg 4, Suite 4500 Westlake TX 76262	Class A Common	05/26/2026	45588	1826705
Mark and Robyn Jones Descendants Trust 2014 C/o Goosehead Insurance, Inc. 1500 Solana Blvd., Bldg 4, Suite 4500 Westlake TX 76262	Class A Common	05/27/2026	9588	390784

144: Remarks and Signature

Remarks	The shares filed today will be sold by the Mark and Robyn Jones Descendants Trust 2014 , Mark Jones as Trustee. The shares covered by this filing are units that will be exchanged on 07/29/26 or within three months from the date of this filing.
Date of Notice	07/29/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ J.P. Morgan Securities LLC as agent and attorney-in-fact for Mark Jones
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)