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Durable Capital Partners filed Amendment No. 1 reporting ownership of 2,570,260 shares of Goosehead Insurance, Inc. Class A common stock. This represents 10.8% of the 23,802,805 Class A shares outstanding as of July 20, 2026, as reported by the company. Durable Capital Master Fund LP directly holds the shares, while Durable Capital Partners, as investment adviser, has sole power to vote and dispose of them. The filing classifies Durable Capital Partners as an investment adviser with sole voting and dispositive power over these shares.
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.
Durable Capital Partners LP, a 10% owner of Goosehead Insurance, indirectly purchased a total of 36,256 shares of Class A Common Stock on July 31, 2026, in open-market or private transactions at prices of $61.88 and $62.00 per share. The shares are held directly by Durable Capital Master Fund LP, for which Durable Capital acts as investment adviser with sole voting and investment power, while Durable Capital Master Fund, Durable Capital, Durable GP and Henry Ellenbogen disclaim beneficial ownership except for any pecuniary interest. The transactions were not reported as made under a Rule 10b5-1 trading plan.
Goosehead Insurance, Inc. director Peter R. Lane purchased 1,600 shares of Class A Common Stock on 2026-07-31 in an open-market or private transaction at $63.14 per share. Following this transaction, he directly holds 1,600 shares. The filing indicates the trade was not made under a Rule 10b5-1 trading plan.
Vanguard Capital Management, together with certain affiliates, reports beneficial ownership of 1,181,899 shares of Goosehead Insurance Inc common stock, representing 4.99% of the class as of June 30, 2026. This amendment reflects aggregated holdings across specified Vanguard entities and managed funds and accounts.
Vanguard has sole voting power over 179,663 shares and sole dispositive power over all 1,181,899 shares, with no shared voting or dispositive power. The interest of any single underlying fund or account in these securities is stated to be less than 5% of the class.
The Mark & Robyn Jones Descendants Trust 2014, a 10% owner of Goosehead Insurance, Inc., converted LLC Units and corresponding Class B shares into Class A Common Stock on July 29–30, 2026. After these non‑cash conversions, the trust sold an aggregate 127,519 Class A shares in transactions reported as sales in open market or private transactions at weighted‑average prices between $65.22 and $70.29 per share, with actual prices within ranges disclosed in the notes. Reported positions still include LLC Units convertible into 182,349, 132,349 and 1,766,355 Class A shares, including indirect holdings through family trusts.
Chick & The Bear Irrevocable Trust and Adrienne Kebodeaux, members of a 10% owner group of Goosehead Insurance, Inc., reported equity conversions and a sale on July 28, 2026. Entities associated with Kebodeaux converted 5,000 LLC Units and corresponding Class B shares into 5,000 shares of Class A Common Stock, then sold 5,000 Class A shares in a transaction reported at a weighted average price of $65.03 per share. Holdings associated with Kebodeaux continue to include LLC Units exchangeable into 280,027 shares of Class A Common Stock.
Adrienne Kebodeaux, a member of the 10% owner group of Goosehead Insurance, converted 5,000 LLC Units and 5,000 shares of Class B Common Stock into 5,000 shares of Class A Common Stock on July 28, 2026, then sold those 5,000 Class A shares at a weighted average price of $65.20 per share, with sales ranging from $65.02 to $65.52.
After these transactions, she directly held 280,027.0000 LLC Units and 280,027.0000 shares of Class B Common Stock, and also reported indirect holdings of 63,530.0000 LLC Units and 63,530.0000 Class B shares through the Chick & The Bear Irrevocable Trust, where each LLC Unit together with a Class B share may be converted into one share of Class A Common Stock without expiration.
Goosehead Insurance, Inc. has filed a notice for the potential sale of up to 250,000 Class A Common shares through J.P. Morgan Securities LLC on or about 07/29/2026, to be traded on NASDAQ. These Class A shares were received in exchange for Class B units that were originally acquired on April 27, 2018.
The filing also lists recent sales by the Mark and Robyn Jones Descendants Trust 2014 over the prior three months, including multiple transactions in Class A Common shares during May 2026, each with specified share amounts and consideration, illustrating an ongoing program of share dispositions.
Durable Capital Partners LP, a ten percent owner of Goosehead Insurance, reported open-market purchases totaling 153,723 shares of Class A Common Stock on July 24 and 27, 2026, at prices between $57.75 and $62.00 per share. The shares are held indirectly through Durable Capital Master Fund LP, for which Durable Capital acts as investment adviser with sole voting and investment power. The trades were not made under a Rule 10b5-1 plan, and the related entities disclaim beneficial ownership except to the extent of any pecuniary interest.