[Form 4] Goosehead Insurance, Inc. Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Goosehead Insurance, Inc. insider filings show a convert-and-sell sequence involving Class A Common Stock and LLC Units of Goosehead Financial, LLC. On May 21, 2026, the reporting person converted 70,751 LLC Units into 70,751 shares of Class A Common Stock at a stated conversion price of $0.00 per unit, then sold the same number of Class A shares in the open market in three blocks.
The sales totaled 70,751 Class A shares, split into 20,730 shares at a weighted average price of $42.21, 20,783 shares at $41.57, and 29,238 shares at $40.62. Footnotes explain these prices are weighted averages over trade ranges from $40.04 to $42.48. Following these transactions, the filing reports continuing direct and indirect holdings in Class A and Class B Common Stock and LLC Units, including LLC Units indirectly held through the Mark & Robyn Jones Descendants Trust 2014 that are each convertible, together with a share of Class B Common Stock, into one share of Class A Common Stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 70,751 shares ($2,926,610)
Net Sell
14 txns
Insider
Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan, Jones Robyn Mary Elizabeth
Role
null | Executive Chairman | null
Sold
70,751 shs ($2.93M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | LLC Units in Goosehead Financial, LLC | 70,751 | $0.00 | -- |
| Conversion | Class B Common Stock | 70,751 | $0.00 | -- |
| Conversion | Class A Common Stock | 70,751 | $0.00 | -- |
| Sale | Class A Common Stock | 29,238 | $40.62 | $1.19M |
| Sale | Class A Common Stock | 20,783 | $41.57 | $864K |
| Sale | Class A Common Stock | 20,730 | $42.21 | $875K |
| holding | LLC Units in Goosehead Financial, LLC | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Holdings After Transaction:
LLC Units in Goosehead Financial, LLC — 7,133,045 shares (Direct, null);
Class B Common Stock — 7,133,045 shares (Direct, null);
Class A Common Stock — 70,751 shares (Direct, null);
LLC Units in Goosehead Financial, LLC — 1,766,355 shares (Indirect, By Trust);
Class B Common Stock — 1,766,355 shares (Indirect, By Trust)
Footnotes (1)
- 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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.04 to $40.99, 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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.04 to $42.03, 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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.04 to $42.48, 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. 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. 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. 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. 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: 70,751 shares
First sale block: 20,730 shares at $42.21
Second sale block: 20,783 shares at $41.57
+5 more
8 metrics
Shares sold
70,751 shares
Total Class A shares sold on May 21, 2026
First sale block
20,730 shares at $42.21
Class A Common Stock, open-market sale
Second sale block
20,783 shares at $41.57
Class A Common Stock, open-market sale
Third sale block
29,238 shares at $40.62
Class A Common Stock, open-market sale
Converted LLC Units
70,751 units
LLC Units converted into Class A Common Stock
Indirect underlying shares
1,766,355 shares
Underlying Class A shares for LLC Units held indirectly
Direct underlying shares (block 1)
132,349 shares
Underlying Class A shares for direct LLC Units
Direct underlying shares (block 2)
182,349 shares
Underlying Class A shares for direct LLC Units
Key Terms
Class B Common Stock, LLC Units in Goosehead Financial, LLC, derivative conversion, weighted average price, +1 more
5 terms
Class B Common Stock financial
"Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held..."
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
"LLC Units in Goosehead Financial, LLC with underlying security title Class A Common Stock..."
derivative conversion financial
"transaction_action: derivative conversion for Class A Common Stock and Class B Common Stock entries..."
weighted average price financial
"The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions..."
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.
beneficiaries financial
"whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014..."
Beneficiaries are the people or organizations designated to receive benefits, such as money or assets, from a financial arrangement like a trust, insurance policy, or retirement plan. They matter to investors because choosing the right beneficiaries ensures that assets are passed on according to their wishes, providing financial security or support to loved ones when needed. Think of beneficiaries as the intended recipients of a gift or inheritance.
