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Goosehead Insurance, Inc. (GSHD) submitted a Form 144 notice for a proposed sale of 3,000 Class A common shares through J.P. Morgan Securities LLC on 08/19/2025. The filing reports an aggregate market value of $255,870 based on total shares outstanding of 25,350,955. The 3,000 Class A shares were acquired on 08/19/2025 in exchange for Class B units that were originally acquired on April 27, 2018; payment is listed as N/A. No securities sales by the reporting person were disclosed for the prior three months. The filer attests to lacking undisclosed material adverse information about the issuer.
Insiders from the Mark & Robyn Jones family reported multiple equity transactions in Goosehead Insurance, Inc. (GSHD). The Mark & Robyn Jones Descendants Trust 2014, and trustees Mark Evan Jones and Robyn Mary Elizabeth Jones, recorded conversions of Class B/LLC units into Class A common stock on 08/14/2025 and 08/15/2025 and several sales of Class A shares on those dates. Conversion entries (code C) include 21,391 Class A shares on 08/14/2025 and 600 Class A shares on 08/15/2025. Sales (code S) on 08/14/2025 totaled 21,391 Class A shares sold in multiple tranches at weighted-average prices reported as $87.38, $88.55 and $89.29; an additional 600 Class A shares were sold on 08/15/2025 at a weighted-average price of $87.01. The filing discloses remaining beneficial holdings and indirect trust holdings, including large Class B/LLC unit positions held indirectly by trust arrangements.
Goosehead Insurance, Inc. (GSHD) Schedule 13D/A reports aggregated beneficial ownership by a group of related reporting persons led by Mark E. Jones following the issuer's IPO reorganization. Collectively the Reporting Persons beneficially own 12,744,183 shares of Class A common stock, representing 33.8% of the class. The filing explains that certain pre-IPO members hold Class B common stock convertible one-for-one into Class A shares under the Goosehead Financial LLC agreement and that registration and tax receivable agreements apply to exchanges of Class B for Class A shares. The Reporting Persons are parties to voting agreements that give an irrevocable proxy to Mark E. Jones to vote their shares, with backup voting directions to Robyn Jones and, if needed, to Ryan Langston and Mark Jones, Jr.
The Reporting Persons state their holdings are for investment purposes, reserve the right to buy or sell additional securities, and reference multiple exhibits including the LLC agreement, registration rights, tax receivable agreement, and voting agreements.
Goosehead Insurance insiders sold and converted LLC units into publicly tradable Class A shares on August 12-13, 2025. The Mark & Robyn Jones Descendants Trust and trustees Mark Evan Jones and Robyn Mary Elizabeth Jones converted 48,320 and 60,000 LLC units (each convertible into one Class A share) and then sold a combined 108,320 Class A shares in multiple transactions at weighted-average prices reported in footnotes, with execution prices spanning roughly $86.00 to $90.27. The filings show the trust and the individual trustees retain substantial indirect holdings via Class B shares and LLC units.
The Form 4 discloses transactions by the Mark & Robyn Jones Descendants Trust 2014 and trustees Mark Evan Jones and Robyn Mary Elizabeth Jones in Goosehead Insurance, Inc. (GSHD). The filing shows conversions of LLC units into Class A common shares and sales of Class A common stock in multiple transactions. In aggregate, the reporting persons sold 60,715 Class A shares across the reported transactions at prices shown in the filing, with individual weighted-average prices listed at $86.41, $87.17, $87.21 and an isolated lot at $88.15; footnotes report sale price ranges approximately between $86.00 and $87.95.
After the reported transactions the trust and trustees continue to hold material positions: the trust is reported to beneficially own approximately 7.34 million Class B shares and indirectly hold 1,766,355 LLC Units convertible into Class A shares; the individuals also report direct holdings of Class A and Class B shares noted in the filing. Footnotes clarify the LLC Units convert one-for-one into Class A common stock and that trustees hold certain indirect interests for family beneficiaries.