Goosehead Insurance (GSHD) chair reports 8,511,535 convertible units
Rhea-AI Filing Summary
Goosehead Insurance, Inc. (GSHD) reported that Executive Chairman and 10% owner Mark Evan Jones made a bona fide gift of 100 shares of Class A Common Stock on 2026-08-17, leaving him with 38,751 Class A shares held directly. He also reports holdings of LLC Units in Goosehead Financial, LLC convertible into Class A Common Stock, including 182,349 LLC Units held directly and 8,511,535 LLC Units held indirectly through a trust for family members, together with corresponding Class B Common Stock positions. The LLC Units, together with a share of Class B Common Stock, may be converted into Class A Common Stock at any time and do not expire.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 100 shares
Net Sell
5 txns
Insider
Jones Mark Evan
Role
Executive Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock F1 | 100 | $0.00 | $0.00 |
| holding | LLC Units in Goosehead Financial, LLC F3, F1 | -- | -- | -- |
| holding | LLC Units in Goosehead Financial, LLC F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F1 | -- | -- | -- |
| holding | Class B Common Stock F2 | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 38,751 shares (Direct);
LLC Units in Goosehead Financial, LLC — 182,349 shares (Direct);
LLC Units in Goosehead Financial, LLC — 8,511,535 shares (Indirect, By Trust);
Class B Common Stock — 182,349 shares (Direct);
Class B Common Stock — 8,511,535 shares (Indirect, By Trust)
Footnotes (3)
- F1. Does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, directly held by the reporting person's spouse, who is independently a reporting person of the Issuer.
- F2. Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which the reporting person's immediate family members are beneficiaries.
- F3. 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 gifted: 100 shares
Direct Class A holdings after transaction: 38,751 shares
Direct LLC Units: 182,349 units
+4 more
7 metrics
Class A shares gifted
100 shares
Bona fide gift of Class A Common Stock on 2026-08-17
Direct Class A holdings after transaction
38,751 shares
Class A Common Stock directly held by Mark Evan Jones following the gift
Direct LLC Units
182,349 units
LLC Units in Goosehead Financial, LLC held directly; each with a paired Class B share convertible into Class A
Indirect LLC Units via trust
8,511,535 units
LLC Units held indirectly in trust for family members; Jones serves as trustee
Direct Class B holdings
182,349 shares
Class B Common Stock directly held, corresponding to direct LLC Units
Indirect Class B holdings via trust
8,511,535 shares
Class B Common Stock held indirectly through a trust, corresponding to indirect LLC Units
LLC Unit conversion price
0.0000
Each LLC Unit, with a Class B share, may be converted into one Class A share at this exercise price
Key Terms
bona fide gift, LLC Units in Goosehead Financial, LLC, indirect ownership, Class B Common Stock, +1 more
5 terms
bona fide gift financial
"Transaction code G is described as a bona fide gift of Class A shares"
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.
LLC Units in Goosehead Financial, LLC financial
"Reports LLC Units in Goosehead Financial, LLC with underlying Class A Common Stock"
indirect ownership financial
"Certain LLC Units and Class B shares are reported as indirect ownership via a trust"
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.
exercise price financial
"LLC Units show an exercise price of 0.0000 for conversion into Class A"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
What insider transaction did GSHD report for Mark Evan Jones on August 17, 2026?
Goosehead Insurance, Inc. reported that Mark Evan Jones made a bona fide gift of 100 shares of Class A Common Stock on 2026-08-17. This was reported as a disposition coded as a gift, with no sale proceeds indicated.
What Class B Common Stock positions linked to GSHD does Mark Evan Jones have?
He reports 182,349 shares of Class B Common Stock held directly and 8,511,535 shares of Class B Common Stock held indirectly via a trust. These Class B shares are paired with LLC Units that are convertible into Class A Common Stock on a one-for-one basis.
Was the reported GSHD insider gift made under a Rule 10b5-1 trading plan?
No. The filing’s Rule 10b5-1 checkbox is not marked as affirming use of a trading plan. The gift of 100 Class A shares is reported as a bona fide gift without reference to a Rule 10b5-1 or similar pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
