Goosehead chair gifts 100K units, 100K Class B shares
Goosehead Insurance, Inc. (GSHD) reported insider activity by Executive Chairman and 10% owner Mark Evan Jones involving bona fide gifts on August 27, 2026.
Rhea-AI Filing Summary
Goosehead Insurance, Inc. (GSHD) reported insider activity by Executive Chairman and 10% owner Mark Evan Jones involving bona fide gifts on August 27, 2026. The filing shows paired acquisitions and dispositions of 100,000 LLC Units in Goosehead Financial, LLC and 100,000 shares of Class B Common Stock, reflecting gift transfers rather than open‑market trades. After these transactions, trusts for which Jones serves as trustee hold 8,411,535 LLC Units (each paired with a share of Class B Common Stock and convertible into Class A Common Stock on a one‑for‑one basis with no expiration) indirectly for the benefit of his immediate family members.
Positive
- None.
Negative
- None.
Insider Trade Summary
400,000 shares gifted
Gift
6 txns
Insider
Jones Mark Evan
Role
Executive Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | LLC Units in Goosehead Financial, LLC F3, F1 | 100,000 | $0.00 | $0.00 |
| Gift | LLC Units in Goosehead Financial, LLC F3, F1 | 100,000 | $0.00 | $0.00 |
| Gift | Class B Common Stock 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 F3, F2 | -- | -- | -- |
| holding | Class B Common Stock F2 | -- | -- | -- |
Holdings After Transaction:
LLC Units in Goosehead Financial, LLC — 182,349 contracts (Direct);
Class B Common Stock — 182,349 shares (Direct);
LLC Units in Goosehead Financial, LLC — 8,411,535 contracts (Indirect, By Trust);
Class B Common Stock — 8,411,535 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
Gifted LLC Units: 100,000.0000 LLC Units in Goosehead Financial, LLC
Gifted Class B Common Stock: 100,000.0000 shares of Class B Common Stock
Total Gift Transactions: 400,000 giftShares
+3 more
6 metrics
Gifted LLC Units
100,000.0000 LLC Units in Goosehead Financial, LLC
Bona fide gift transaction dated August 27, 2026
Gifted Class B Common Stock
100,000.0000 shares of Class B Common Stock
Bona fide gift transaction dated August 27, 2026
Total Gift Transactions
400,000 giftShares
Aggregate of 4 bona fide gift transactions reported in the transaction summary
LLC Units held in trust
8,411,535.0000 LLC Units
Indirect holdings by trust with underlying 8,411,535 shares of Class A Common Stock
Underlying Class A shares
8,411,535.0000 shares of Class A Common Stock
Underlying security for LLC Units held indirectly by trust
Exercise/Conversion Price
0.0000
Exercise price per LLC Unit for conversion into Class A Common Stock
Key Terms
bona fide gift, LLC Units, Class B Common Stock, indirect ownership, +2 more
6 terms
bona fide gift financial
"transaction_code "G" with 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.
LLC Units financial
"security_title "LLC Units in Goosehead Financial, LLC""
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 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.
indirect ownership financial
"ownership_type "indirect" and nature_of_ownership "By Trust""
beneficiaries financial
"immediate family members are beneficiaries"
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.
trustee financial
"held in trust for which the reporting person serves as a trustee"
A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.
FAQ
What insider transactions did GSHD report for Mark Evan Jones on August 27, 2026?
On August 27, 2026, Executive Chairman Mark Evan Jones reported bona fide gifts involving 100,000 LLC Units in Goosehead Financial, LLC and 100,000 shares of Class B Common Stock, with paired acquisition and disposition entries reflecting gift transfers rather than market purchases or sales.
Were the GSHD insider gift transactions executed under a Rule 10b5-1 plan?
No. The filing indicates the Rule 10b5‑1 checkbox is not affirmed (aff_10b5_one is false), and there is no footnote stating that these bona fide gift transactions were made pursuant to a pre‑arranged Rule 10b5‑1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
