Goosehead (GSHD) insiders convert LLC units and sell 5,090 Class A shares
Rhea-AI Filing Summary
Goosehead Insurance, Inc. insiders reported a small set of transactions involving Class A and Class B Common Stock and LLC Units in Goosehead Financial, LLC. The filing shows a conversion of 5,090 LLC Units and related Class B shares into 5,090 shares of Class A Common Stock, followed by an open‑market sale of those 5,090 Class A shares at a weighted average price of $45.32 per share.
After these transactions, reporting persons associated with the Mark & Robyn Jones family continue to hold large positions through Class B Common Stock and LLC Units, including 7,203,796 shares of Class B Common Stock directly and LLC Units indirectly representing up to 1,766,355 underlying Class A shares held by the Mark & Robyn Jones Descendants Trust 2014.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise and Sale: 5,090 shares ($231K approx. pre-tax spread)
Exercise and Sale
12 txns
Insider
Mark & Robyn Jones Descendants Trust 2014, Jones Mark Evan, Jones Robyn Mary Elizabeth
Role
10% Owner | Executive Chairman | Director, 10% Owner
Sold
5,090 shs ($231K)
Approx. gross sale proceeds
$231K
Approx. exercise cost
$0.00
Approx. pre-tax spread
$231K
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | LLC Units in Goosehead Financial, LLC | 5,090 | $0.00 | $0.00 |
| Conversion | Class B Common Stock | 5,090 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 5,090 | $0.00 | $0.00 |
| Sale | Class A Common Stock | 5,090 | $45.32 | $231K |
| 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 — 7,518,494 shares (Direct);
Class B Common Stock — 7,518,494 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 (6)
- 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 $45.02 to $45.70, 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. 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.
- F4. 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.
- F5. 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.
- F6. 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: 5,090 shares
Weighted average sale price: $45.32 per share
Sale price range: $45.02–$45.70
+5 more
8 metrics
Class A shares sold
5,090 shares
Open‑market sale on 2026-05-01
Weighted average sale price
$45.32 per share
Class A sale on 2026-05-01
Sale price range
$45.02–$45.70
Price range for Class A share sales
Class B shares after conversion
7,203,796 shares
Class B Common Stock directly held after transactions
Trust LLC Units underlying shares
1,766,355 shares
Underlying Class A shares from LLC Units held indirectly by trust
Direct LLC Units underlying shares
132,349 shares
Underlying Class A from one direct LLC Unit position
Additional direct LLC Units underlying shares
182,349 shares
Underlying Class A from another direct LLC Unit position
Converted LLC Units
5,090 units
LLC Units converted into Class A on 2026-05-01
Key Terms
Class B Common Stock, LLC Units in Goosehead Financial, LLC, weighted average price, 10% owner group, +2 more
6 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 may be converted into Class A Common Stock..."
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.
10% owner group regulatory
"Member of 10% owner group"
derivative conversion financial
"transaction_action": "derivative conversion""
indirect ownership financial
"held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees..."
FAQ
What insider transactions did Goosehead Insurance (GSHD) report in this Form 4?
Goosehead insiders reported converting 5,090 LLC Units and related Class B shares into 5,090 Class A shares, then selling those 5,090 Class A shares in the open market. The filing also updates large ongoing holdings in Class B stock and LLC Units.
What are the LLC Units in Goosehead Financial, LLC mentioned in the Form 4?
The LLC Units represent interests in Goosehead Financial, LLC that are paired with Class B Common Stock. Each LLC Unit, together with a Class B share, may be converted at any time into one share of Class A Common Stock, and the LLC Units themselves do not expire according to the footnotes.
What ongoing ownership do Goosehead Insurance (GSHD) insiders report after these transactions?
After the reported transactions, insiders continue to show substantial holdings, including 7,203,796 shares of Class B Common Stock directly and LLC Units indirectly representing 1,766,355 underlying Class A shares in the Mark & Robyn Jones Descendants Trust 2014, plus additional direct LLC Unit positions.
Who are the reporting persons in Goosehead Insurance (GSHD)’s latest Form 4?
The Form 4 lists the Mark & Robyn Jones Descendants Trust 2014, Executive Chairman Mark Evan Jones, and director Robyn Mary Elizabeth Jones as reporting persons. Various holdings are reported as direct or indirect, including positions held by the trust for the benefit of their immediate family members.
AI-generated analysis. How Rhea-AI works. Not financial advice.
