Goosehead Insurance trust sells 127,519 shares
The Mark & Robyn Jones Descendants Trust 2014, a 10% owner of Goosehead Insurance, Inc., converted LLC Units and corresponding Class B shares into Class A Common Stock on July 29–30, 2026.
Rhea-AI Filing Summary
The Mark & Robyn Jones Descendants Trust 2014, a 10% owner of Goosehead Insurance, Inc., converted LLC Units and corresponding Class B shares into Class A Common Stock on July 29–30, 2026. After these non‑cash conversions, the trust sold an aggregate 127,519 Class A shares in transactions reported as sales in open market or private transactions at weighted‑average prices between $65.22 and $70.29 per share, with actual prices within ranges disclosed in the notes. Reported positions still include LLC Units convertible into 182,349, 132,349 and 1,766,355 Class A shares, including indirect holdings through family trusts.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise and Sale: 127,519 shares ($8.88M approx. pre-tax spread)
Exercise and Sale
19 txns
Insider
Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan, Jones Robyn Mary Elizabeth
Role
10% Owner | Executive Chairman | Director, 10% Owner
Sold
127,519 shs ($8.88M)
Approx. gross sale proceeds
$8.88M
Approx. exercise cost
$0.00
Approx. pre-tax spread
$8.88M
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | LLC Units in Goosehead Financial, LLC F10, F1 | 2,519 | $0.00 | $0.00 |
| Conversion | Class B Common Stock F1 | 2,519 | $0.00 | $0.00 |
| Conversion | Class A Common Stock F1 | 2,519 | $0.00 | $0.00 |
| Sale | Class A Common Stock F5, F1 | 375 | $65.22 | $24K |
| Sale | Class A Common Stock F6, F1 | 2,144 | $66.45 | $142K |
| Conversion | LLC Units in Goosehead Financial, LLC F10, F1 | 125,000 | $0.00 | $0.00 |
| Conversion | Class B Common Stock F1 | 125,000 | $0.00 | $0.00 |
| Conversion | Class A Common Stock F1 | 125,000 | $0.00 | $0.00 |
| Sale | Class A Common Stock F2, F1 | 21,404 | $68.43 | $1.46M |
| Sale | Class A Common Stock F3, F1 | 47,182 | $69.60 | $3.28M |
| Sale | Class A Common Stock F4, F1 | 56,414 | $70.29 | $3.97M |
| holding | LLC Units in Goosehead Financial, LLC F10, F7 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F10, F8 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F10, F9 | -- | -- | -- |
| holding | Class A Common Stock F7 | -- | -- | -- |
| holding | Class B Common Stock F7 | -- | -- | -- |
| holding | Class A Common Stock F8 | -- | -- | -- |
| holding | Class B Common Stock F8 | -- | -- | -- |
| holding | Class B Common Stock F9 | -- | -- | -- |
Holdings After Transaction:
LLC Units in Goosehead Financial, LLC — 7,182,359 contracts for 314,698 underlying shares (Direct);
Class B Common Stock — 7,182,359 shares (Direct);
Class A Common Stock — 110,416 shares (Direct);
LLC Units in Goosehead Financial, LLC — 1,766,355 contracts (Indirect, By Trust);
Class B Common Stock — 1,766,355 shares (Indirect, By Trust)
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.
- F2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.93 to $68.92, 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.
- F3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.93 to $69.92, 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.
- F4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.93 to $70.88, 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.
- F5. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.13 to $65.82, 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.
- F6. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.32 to $66.49, 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.
- 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.
- 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.
- 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.
- 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.
Key Figures
Shares sold 2026-07-29 (block 1): 21404 shares
Shares sold 2026-07-29 (block 2): 47182 shares
Shares sold 2026-07-29 (block 3): 56414 shares
+5 more
8 metrics
Shares sold 2026-07-29 (block 1)
21404 shares
Class A Common Stock sold at weighted average price $68.4300; trades ranged $67.93–$68.92.
Shares sold 2026-07-29 (block 2)
47182 shares
Class A Common Stock sold at weighted average price $69.6000; trades ranged $68.93–$69.92.
Shares sold 2026-07-29 (block 3)
56414 shares
Class A Common Stock sold at weighted average price $70.2900; trades ranged $69.93–$70.88.
Shares sold 2026-07-30 (block 1)
375 shares
Class A Common Stock sold at weighted average price $65.2200; trades ranged $65.13–$65.82.
Shares sold 2026-07-30 (block 2)
2144 shares
Class A Common Stock sold at weighted average price $66.4500; trades ranged $66.32–$66.49.
Total shares sold
127519 shares
Aggregate number of shares sold across all five Class A Common Stock sale entries in this Form 4.
Underlying Class A from 2026-07-29 conversion
125000 shares
Shares of Class A Common Stock underlying LLC Units converted on 2026-07-29.
Indirectly held convertible units
1766355 shares
Underlying Class A shares represented by LLC Units or Class B stock held indirectly "By Trust" after the reported transactions.
Key Terms
weighted average price, LLC Units, Class B Common Stock, indirectly, +1 more
5 terms
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
LLC Units financial
"LLC Units in Goosehead Financial, LLC"
LLC units are ownership stakes in a limited liability company, similar to shares in a corporation; each unit represents a portion of the company’s profits, losses and often voting power. For investors, LLC units matter because they determine how much money and control someone gets, how easily an interest can be sold, and how income is taxed and reported — think of owning slices of a pie that also decide how the pie is cut and shared.
Class B Common Stock financial
"Each LLC Unit, together with a share of Class B Common Stock, may be converted"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
indirectly financial
"held (a) directly by the ... Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn"
10% owner group regulatory
"other: Member of 10% owner group"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did the Mark & Robyn Jones Descendants Trust 2014 report in its latest Form 4 for Goosehead Insurance (GSHD)?
It reported converting LLC Units and Class B shares into Class A Common Stock, then selling 127,519 Class A shares. The transactions occurred on July 29–30, 2026 at weighted‑average prices between $65.22 and $70.29 per share, with detailed price ranges disclosed in footnotes.
What conversions of LLC Units and Class B stock occurred for Goosehead Insurance (GSHD)?
On July 29, 2026, LLC Units and matching Class B shares representing 125,000 underlying Class A shares were converted. On July 30, additional LLC Units and Class B shares representing 2,519 underlying Class A shares were converted. Each LLC Unit plus a Class B share converts into one Class A share.
What Goosehead Insurance (GSHD) holdings remain after these insider transactions?
Reported positions still include LLC Units in Goosehead Financial, LLC convertible into 182,349 and 132,349 underlying Class A shares held directly, and 1,766,355 underlying Class A shares held indirectly “By Trust.” These figures reflect remaining derivative interests reported in the filing.
Were the Goosehead Insurance (GSHD) insider transactions under a Rule 10b5‑1 trading plan?
The Form 4’s Rule 10b5‑1 checkbox was not marked as affirming a trading plan, and the footnotes do not mention any Rule 10b5‑1 arrangement. The transactions are disclosed simply as conversions and sales, without characterization as pre‑arranged plan trades.
AI-generated analysis. How Rhea-AI works. Not financial advice.
