Goosehead Insurance plans Form 144 sale of 15,000 shares

Goosehead Insurance, Inc. is preparing for the potential sale of 15,000 shares of its Class A Common stock under a Form 144 filing.

Rhea-AI Filing Summary

Goosehead Insurance, Inc. is preparing for the potential sale of 15,000 shares of its Class A Common stock under a Form 144 filing. The shares are to be sold through J.P. Morgan Securities LLC on August 13, 2026, with an indicated aggregate market value of $983,250. The shares were received in exchange for Class B units that were originally acquired on April 27, 2018 and are listed on NASDAQ. The filing also notes a figure of 23,802,805 Class A Common shares, presented as a contextual share amount.

Key Figures

Shares to be sold: 15,000 shares Aggregate market value: $983,250 Context share amount: 23,802,805 shares +2 more

5 metrics

Shares to be sold 15,000 shares Class A Common shares covered by the Form 144 notice

Aggregate market value $983,250 Value associated with 15,000 Class A Common shares to be sold

Context share amount 23,802,805 shares Class A Common share figure presented alongside the Form 144 data

Proposed sale date 08/13/2026 Planned sale date for 15,000 Class A Common shares

Original acquisition date of Class B units April 27, 2018 Date the underlying Class B units were acquired

Key Terms

Form 144, Class A Common, Class B units, aggregate market value

4 terms

Form 144 regulatory

"Form 144: notice of proposed sale of securities by an affiliate or control holder"

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 shares received in exchange of Class B units"

Class B units financial

"Class A Common Shares received in exchange of Class B units"

aggregate market value financial

"Class A Common ... 15000 | 983250 | 23802805"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

FAQ

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

What does Goosehead Insurance (GSHD) disclose in this Form 144 filing?

Goosehead Insurance discloses a planned sale of 15,000 Class A Common shares through J.P. Morgan Securities LLC, with an aggregate market value of $983,250, under a Form 144 notice of proposed sale.

How many Goosehead Insurance (GSHD) shares are covered by this planned Form 144 sale?

The Form 144 notice covers a proposed sale of 15,000 shares of Goosehead Insurance’s Class A Common stock. These shares were received in exchange for Class B units that were acquired on April 27, 2018.

What is the aggregate market value of the Goosehead Insurance (GSHD) shares in the Form 144?

The aggregate market value associated with the proposed sale is listed as $983,250. This value corresponds to the 15,000 Class A Common shares intended to be sold under the Form 144 notice.

When are the Goosehead Insurance (GSHD) Form 144 shares expected to be sold?

The proposed sale date for the Goosehead Insurance shares is August 13, 2026. Both the brokerage table and the securities-to-be-sold section reference this same planned sale date for the 15,000 Class A Common shares.

Who is the broker for the Goosehead Insurance (GSHD) Form 144 transaction?

The Form 144 identifies J.P. Morgan Securities LLC, located at 270 Park Avenue, New York, as the broker handling the potential sale of 15,000 Class A Common shares of Goosehead Insurance on NASDAQ.

What is the origin of the Goosehead Insurance (GSHD) shares in this Form 144 filing?

The 15,000 Class A Common shares to be sold were received in exchange for Class B units. The filing states that these Class B units were originally acquired on April 27, 2018.

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

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Available on EDGAR 08/13/2026 - 05:20 PM Accepted by SEC EDGAR 08/13/2026 - 05:19 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	0001737783
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	Serena 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	JP Morgan Securities LLC 270 Park Avenue 10th Floor New York NY 10017	15000	983250	23802805	08/13/2026	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	08/13/2026	Class A Common Shares received in exchange of Class B units. The Class B units were acquired on April 27, 2018	Issuer			15000	08/13/2026	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

Nothing to Report

144: Remarks and Signature

Remarks	Class B Common Stock to be exchanged for Class A Common Stock on 08/13/2026 or soon thereafter.
Date of Notice	08/13/2026
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 Serena Jones
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)