Goosehead Insurance (GSHD) insiders convert units, sell 122,481 Class A shares
Rhea-AI Filing Summary
Goosehead Insurance, Inc. reporting persons Mark and Robyn Jones, through the Mark & Robyn Jones Descendants Trust 2014, converted 122,481 LLC Units and corresponding Class B Common Stock into the same number of Class A Common shares on August 3–4, 2026, then sold 122,481 Class A shares in open-market or private transactions at weighted-average prices of $65.31, $65.46, $66.71, $67.84 and $68.44 per share. The trust and related family trusts continue to hold LLC Units exchangeable into additional Class A shares, including positions representing 182,349, 132,349 and 1,766,355 underlying shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise and Sale: 122,481 shares ($8.03M 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
122,481 shs ($8.03M)
Approx. gross sale proceeds
$8.03M
Approx. exercise cost
$0.00
Approx. pre-tax spread
$8.03M
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | LLC Units in Goosehead Financial, LLC F10, F1 | 22,481 | $0.00 | $0.00 |
| Conversion | Class B Common Stock F1 | 22,481 | $0.00 | $0.00 |
| Conversion | Class A Common Stock F1 | 22,481 | $0.00 | $0.00 |
| Sale | Class A Common Stock F3, F1 | 4,967 | $65.46 | $325K |
| Sale | Class A Common Stock F4, F1 | 10,956 | $66.71 | $731K |
| Sale | Class A Common Stock F5, F1 | 2,682 | $67.84 | $182K |
| Sale | Class A Common Stock F6, F1 | 3,876 | $68.44 | $265K |
| Conversion | LLC Units in Goosehead Financial, LLC F10, F1 | 100,000 | $0.00 | $0.00 |
| Conversion | Class B Common Stock F1 | 100,000 | $0.00 | $0.00 |
| Conversion | Class A Common Stock F1 | 100,000 | $0.00 | $0.00 |
| Sale | Class A Common Stock F2, F1 | 100,000 | $65.31 | $6.53M |
| 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 — 7,059,878 shares (Direct);
Class B Common Stock — 7,059,878 shares (Direct);
Class A Common Stock — 110,416 shares (Direct);
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 (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 $65.00 to $65.86, 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 $65.09 to $65.99, 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.
- F4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.21 to $67.09, 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 $67.25 to $68.22, 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 $68.25 to $68.84, 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
Class A shares sold: 122481 shares
Largest sale block: 100000 shares at $65.3100 per share
Sale tranche 1: 4967 shares at $65.4600 per share
+4 more
7 metrics
Class A shares sold
122481 shares
Aggregate Class A Common Stock sold on 2026-08-03 and 2026-08-04
Largest sale block
100000 shares at $65.3100 per share
Class A Common Stock sale on 2026-08-03, weighted-average price per footnote F2
Sale tranche 1
4967 shares at $65.4600 per share
Class A Common Stock sale on 2026-08-04, weighted-average price per footnote F3
Sale tranche 2
10956 shares at $66.7100 per share
Class A Common Stock sale on 2026-08-04, weighted-average price per footnote F4
Sale tranche 3
2682 shares at $67.8400 per share
Class A Common Stock sale on 2026-08-04, weighted-average price per footnote F5
Sale tranche 4
3876 shares at $68.4400 per share
Class A Common Stock sale on 2026-08-04, weighted-average price per footnote F6
Indirect LLC Unit position
1766355 underlying Class A shares
LLC Units held indirectly by trusts, exchangeable into Class A Common Stock
Key Terms
LLC Units, Class A Common Stock, Class B Common Stock, weighted average price
4 terms
LLC Units financial
"Each LLC Unit, together with a share of Class B Common Stock, may be converted"
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 A Common Stock financial
"may be converted by the holder into one share of Class A Common Stock at any time"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
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.
weighted average price financial
"The price reported in Column 4 is a weighted average price. These shares were sold"
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transactions did Goosehead Insurance (GSHD) disclose in this Form 4?
Goosehead Insurance reported that the Mark & Robyn Jones Descendants Trust 2014 converted 122,481 LLC Units and Class B shares into the same number of Class A shares, then sold 122,481 Class A Common shares in multiple open-market or private transactions on August 3–4, 2026.
Who executed the Goosehead Insurance (GSHD) transactions reported here?
The transactions involve the Mark & Robyn Jones Descendants Trust 2014, a member of a 10% owner group. Mark Evan Jones (Executive Chairman and director) and Robyn Mary Elizabeth Jones (director) are trustees and indirect reporting persons for the trust’s holdings.
What conversions from LLC Units or Class B to Class A stock occurred for GSHD?
On August 3–4, 2026 the trust converted 100,000 and then 22,481 LLC Units plus corresponding Class B Common Stock into an equal number of Class A Common shares. Each LLC Unit, with a Class B share, is convertible into one Class A share with no expiration.
Do Mark and Robyn Jones still have Goosehead Insurance (GSHD) exposure after these sales?
Yes. They remain associated with significant LLC Unit positions exchangeable into Class A shares, including direct holdings representing 182,349 and 132,349 underlying shares and an indirect trust position representing 1,766,355 underlying Class A shares, according to the reported derivative holdings.