Goosehead 10% holder gifts 200,000 shares, units
Rhea-AI Filing Summary
Goosehead Insurance, Inc. (GSHD) received a Form 4 reporting that the Mark & Robyn Jones Descendants Trust 2014, a member of a 10% owner group, made bona fide gifts on 2026-08-27 of 100,000 LLC Units in Goosehead Financial, LLC (with corresponding rights to Class A Common Stock) and 100,000 shares of Class B Common Stock, all at $0.00 per share. Mark Evan Jones and Robyn Mary Elizabeth Jones are trustees of the trust and are also individual reporting persons. The filing also lists ongoing positions in LLC Units convertible into Class A Common Stock held directly by each of them and 1,766,355 such units held indirectly through trusts.
Positive
- None.
Negative
- None.
Insider Trade Summary
200,000 shares gifted
Gift
8 txns
Insider
Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan, Jones Robyn Mary Elizabeth
Role
10% Owner | Executive Chairman | Director, 10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | LLC Units in Goosehead Financial, LLC F5, F1 | 100,000 | $0.00 | $0.00 |
| Gift | Class B Common Stock F1 | 100,000 | $0.00 | $0.00 |
| holding | LLC Units in Goosehead Financial, LLC F5, F2 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F5, F3 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F5, F4 | -- | -- | -- |
| holding | Class B Common Stock F2 | -- | -- | -- |
| holding | Class B Common Stock F3 | -- | -- | -- |
| holding | Class B Common Stock F4 | -- | -- | -- |
Holdings After Transaction:
LLC Units in Goosehead Financial, LLC — 6,959,878 contracts for 314,698 underlying shares (Direct);
Class B Common Stock — 6,959,878 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 (5)
- 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. 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.
- F3. 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.
- F4. 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.
- F5. 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
LLC Units gifted: 100,000 LLC Units in Goosehead Financial, LLC
Class B Common Stock gifted: 100,000 shares of Class B Common Stock
Gift price per security: $0.00 per share
+3 more
6 metrics
LLC Units gifted
100,000 LLC Units in Goosehead Financial, LLC
Bona fide gift on 2026-08-27 by the Mark & Robyn Jones Descendants Trust 2014
Class B Common Stock gifted
100,000 shares of Class B Common Stock
Bona fide gift on 2026-08-27 by the Mark & Robyn Jones Descendants Trust 2014
Gift price per security
$0.00 per share
Reported for both the LLC Unit and Class B Common Stock gifts
Direct LLC Units underlying shares (Mark Evan Jones)
182,349 shares of Class A Common Stock
Underlying shares from LLC Units held directly by Mark Evan Jones
Direct LLC Units underlying shares (Robyn Mary Elizabeth Jones)
132,349 shares of Class A Common Stock
Underlying shares from LLC Units held directly by Robyn Mary Elizabeth Jones
Indirect LLC Units underlying shares (trusts)
1,766,355 shares of Class A Common Stock
Underlying shares from LLC Units held indirectly by trusts for the family
Key Terms
bona fide gift, Class B Common Stock, LLC Units in Goosehead Financial, LLC, 10% owner group, +1 more
5 terms
bona fide gift financial
"transaction_code_description: Bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Class B Common Stock financial
"security_title: Class B Common Stock"
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.
LLC Units in Goosehead Financial, LLC financial
"security_title: LLC Units in Goosehead Financial, LLC"
10% owner group financial
"other: Member of 10% owner group"
indirectly by financial
"held indirectly by Mark Evan Jones and Robyn Mary"
FAQ
What insider transactions were reported for GSHD on August 27, 2026?
The Mark & Robyn Jones Descendants Trust 2014 reported bona fide gifts of 100,000 LLC Units in Goosehead Financial, LLC and 100,000 shares of Class B Common Stock on 2026-08-27, each at $0.00 per share.
Who is the main reporting entity in this GSHD Form 4?
The main reporting entity is the Mark & Robyn Jones Descendants Trust 2014, identified as a member of a 10% owner group of Goosehead Insurance, Inc. Mark Evan Jones and Robyn Mary Elizabeth Jones are trustees and separate reporting persons.
What ongoing LLC Unit positions linked to GSHD Class A stock are disclosed?
The filing discloses LLC Units in Goosehead Financial, LLC convertible into Class A Common Stock, including 182,349 underlying shares held directly by Mark Evan Jones, 132,349 underlying shares held directly by Robyn Mary Elizabeth Jones, and 1,766,355 underlying shares held indirectly through trusts.
Can the reported LLC Units be converted into GSHD Class A Common Stock?
Yes. 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, and the filing states that these LLC Units do not expire.
AI-generated analysis. How Rhea-AI works. Not financial advice.
