# EDGAR Filing Document

**Accession Number:** 0001726978
**File Stem:** 0001726978-25-000122
**Filing Date:** 2025-8
**Character Count:** 29135
**Document Hash:** 7f462ce49bf735f4f709c6b4426ac10e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001726978-25-000122.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001726978-25-000122

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 4

**CONFORMED PERIOD OF REPORT**: 20250822

**FILED AS OF DATE**: 20250826

**DATE AS OF CHANGE**: 20250826

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Joshua Thomas Jones Trust
- **CENTRAL INDEX KEY:** 0002081827

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251258889

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
- **BUSINESS PHONE:** 972-849-4194

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Jones Serena
- **CENTRAL INDEX KEY:** 0001737783

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251258895

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BLVD
- **STREET 2:** BUILDING 4, SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** SLJ 2023 Grantor Retained Annuity Trust
- **CENTRAL INDEX KEY:** 0001983108

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251258894

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
- **BUSINESS PHONE:** 214-838-5500

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Benjamin Douglas Jones Trust
- **CENTRAL INDEX KEY:** 0002081833

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251258892

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
- **BUSINESS PHONE:** 972-849-4194

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Alexandra Nicole Rogers Trust
- **CENTRAL INDEX KEY:** 0002081828

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251258893

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
- **BUSINESS PHONE:** 972-849-4194

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Brendan Scot Jones Trust
- **CENTRAL INDEX KEY:** 0002081831

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251258891

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
- **BUSINESS PHONE:** 972-849-4194

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Emily Marie Jones Trust
- **CENTRAL INDEX KEY:** 0002081832

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251258890

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
- **BUSINESS PHONE:** 972-849-4194

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Goosehead Insurance, Inc.
- **CENTRAL INDEX KEY:** 0001726978
- **STANDARD INDUSTRIAL CLASSIFICATION:** INSURANCE AGENTS BROKERS & SERVICES [6411]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 SOLANA BLVD
- **STREET 2:** BUILDING 4, SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
- **BUSINESS PHONE:** 214-838-5500

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BLVD
- **STREET 2:** BUILDING 4, SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262

## Ex-24

**POWER OF ATTORNEY**

Know all by these presents, that the undersigned hereby constitutes and appoints each of John O'Connor and Mark E. Jones, Jr. as the undersigned's true and lawful attorneys-in-fact to:

(1)&nbsp;&nbsp;&nbsp;&nbsp;prepare and execute for and on behalf of the undersigned Forms 3, 4 and 5, including any amendments thereto, with respect to the securities of Goosehead Insurance, Inc. (the "Company") in accordance with Section 16(a) of the Securities Exchange Act of 1934 and the rules and regulations thereunder (the "Exchange Act");

(2)&nbsp;&nbsp;&nbsp;&nbsp;do and perform any and all acts for and on behalf of the undersigned which may be necessary or desirable to complete and execute any such Form 3, 4 or 5, complete and execute any amendment or amendments thereto and timely file such form with the United States Securities and Exchange Commission and the applicable stock exchange or similar authority; and

(3)&nbsp;&nbsp;&nbsp;&nbsp;take any other action of any type whatsoever in connection with the foregoing which, in the opinion of any of such attorneys-in-fact, may be of benefit to, in the best interest of, or legally required by, the undersigned, it being understood that the documents executed by any of such attorneys-in-fact on behalf of the undersigned pursuant to this Power of Attorney shall be in such form and shall contain such terms and conditions as any of such attorneys-in-fact may approve in his discretion.

The undersigned hereby grants to each such attorney-in-fact full power and authority to act separately and to do and perform any and every act and thing whatsoever requisite, necessary, or proper to be done in the exercise of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution or revocation, hereby ratifying and confirming all that any of such attorneys-in-fact, or the substitute or substitutes of any of such attorneys-in-fact, shall lawfully do or cause to be done by virtue of this Power of Attorney and the rights and powers herein granted. The undersigned acknowledges that the foregoing attorneys-in-fact, in serving in such capacity at the request of the undersigned, are not assuming, nor is the Company assuming, any of the undersigned's responsibilities to comply with Section 16 of the Exchange Act.

This Power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Forms 3, 4 and 5 with respect to the undersigned's holdings of and transactions in securities issued by the Company, unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorneys-in-fact.

[*Signature Page to Follow*]

------

IN WITNESS WHEREOF, the undersigned has caused this Power of Attorney to be executed as of this 30<sup>th</sup> day of August, 2023.

Signature: /s/ Serena Jones&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Name:&nbsp;&nbsp;&nbsp;&nbsp;Serena Jones

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

## Ex-24

**POWER OF ATTORNEY**

Know all by these presents, that the undersigned hereby constitutes and appoints each of John O'Connor and Mark E. Jones, Jr. as the undersigned's true and lawful attorneys-in-fact to:

(1)prepare and execute for and on behalf of the undersigned Forms 3, 4 and 5, including any amendments thereto, with respect to the securities of Goosehead Insurance, Inc. (the "Company") in accordance with Section 16(a) of the Securities Exchange Act of 1934 and the rules and regulations thereunder (the "Exchange Act");

(2)do and perform any and all acts for and on behalf of the undersigned which may be necessary or desirable to complete and execute any such Form 3, 4 or 5, complete and execute any amendment or amendments thereto and timely file such form with the United States Securities and Exchange Commission and the applicable stock exchange or similar authority; and

(3)take any other action of any type whatsoever in connection with the foregoing which, in the opinion of any of such attorneys-in-fact, may be of benefit to, in the best interest of, or legally required by, the undersigned, it being understood that the documents executed by any of such attorneys-in-fact on behalf of the undersigned pursuant to this Power of Attorney shall be in such form and shall contain such terms and conditions as any of such attorneys-in-fact may approve in his discretion.

The undersigned hereby grants to each such attorney-in-fact full power and authority to act separately and to do and perform any and every act and thing whatsoever requisite, necessary, or proper to be done in the exercise of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution or revocation, hereby ratifying and confirming all that any of such attorneys-in-fact, or the substitute or substitutes of any of such attorneys-in-fact, shall lawfully do or cause to be done by virtue of this Power of Attorney and the rights and powers herein granted. The undersigned acknowledges that the foregoing attorneys-in-fact, in serving in such capacity at the request of the undersigned, are not assuming, nor is the Company assuming, any of the undersigned's responsibilities to comply with Section 16 of the Exchange Act.

This Power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Forms 3, 4 and 5 with respect to the undersigned's holdings of and transactions in securities issued by the Company, unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorneys-in-fact.

[*Signature Page to Follow*]

------

IN WITNESS WHEREOF, the undersigned have caused this Power of Attorney to be executed as of this 22<sup>nd</sup> day of August, 2025.

Signature: /s/ Serena Jones

Name: Serena Jones, as trustee of the Benjamin Douglas Jones Trust, Alexandra Nicole Rogers Trust, Brendan Scot Jones Trust, Joshua Thomas Jones Trust, and Emily Marie Jones Trust

## Ex-24

**POWER OF ATTORNEY**

Know all by these presents, that the undersigned hereby constitutes and appoints each of John O'Connor and Mark E. Jones, Jr. as the undersigned's true and lawful attorneys-in-fact to:

(1)prepare and execute for and on behalf of the undersigned Forms 3, 4 and 5, including any amendments thereto, with respect to the securities of Goosehead Insurance, Inc. (the "Company") in accordance with Section 16(a) of the Securities Exchange Act of 1934 and the rules and regulations thereunder (the "Exchange Act");

(2)do and perform any and all acts for and on behalf of the undersigned which may be necessary or desirable to complete and execute any such Form 3, 4 or 5, complete and execute any amendment or amendments thereto and timely file such form with the United States Securities and Exchange Commission and the applicable stock exchange or similar authority; and

(3)take any other action of any type whatsoever in connection with the foregoing which, in the opinion of any of such attorneys-in-fact, may be of benefit to, in the best interest of, or legally required by, the undersigned, it being understood that the documents executed by any of such attorneys-in-fact on behalf of the undersigned pursuant to this Power of Attorney shall be in such form and shall contain such terms and conditions as any of such attorneys-in-fact may approve in his discretion.

The undersigned hereby grants to each such attorney-in-fact full power and authority to act separately and to do and perform any and every act and thing whatsoever requisite, necessary, or proper to be done in the exercise of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution or revocation, hereby ratifying and confirming all that any of such attorneys-in-fact, or the substitute or substitutes of any of such attorneys-in-fact, shall lawfully do or cause to be done by virtue of this Power of Attorney and the rights and powers herein granted. The undersigned acknowledges that the foregoing attorneys-in-fact, in serving in such capacity at the request of the undersigned, are not assuming, nor is the Company assuming, any of the undersigned's responsibilities to comply with Section 16 of the Exchange Act.

This Power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Forms 3, 4 and 5 with respect to the undersigned's holdings of and transactions in securities issued by the Company, unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorneys-in-fact.

[*Signature Page to Follow*]

------

IN WITNESS WHEREOF, the undersigned have caused this Power of Attorney to be executed as of this 22<sup>nd</sup> day of August, 2025.

Signature: /s/ Serena Jones

Name: Serena Jones, as trustee of the SLJ 2023 Grantor Retained Annuity Trust

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[ ] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Jones Serena<br><sub>(Last) (First) (Middle)</sub><br>C/O GOOSEHEAD INSURANCE, INC.<br>1500 SOLANA BLVD., BLDG 4, STE 4500<br><sub>(Street)</sub><br>WESTLAKE, TX 76262<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-22 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [X] Other (specify below)<br>_Member of 10% owner group_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>Goosehead Insurance, Inc. [ GSHD ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>SLJ 2023 Grantor Retained Annuity Trust<br><sub>(Last) (First) (Middle)</sub><br>C/O GOOSEHEAD INSURANCE, INC.<br>1500 SOLANA BLVD., BLDG 4, STE 4500<br><sub>(Street)</sub><br>WESTLAKE, TX 76262<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-22 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [X] Other (specify below)<br>_Member of 10% owner group_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>Goosehead Insurance, Inc. [ GSHD ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Alexandra Nicole Rogers Trust<br><sub>(Last) (First) (Middle)</sub><br>C/O GOOSEHEAD INSURANCE, INC.<br>1500 SOLANA BLVD., BLDG 4, STE 4500<br><sub>(Street)</sub><br>WESTLAKE, TX 76262<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-22 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [X] Other (specify below)<br>_Member of 10% owner group_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>Goosehead Insurance, Inc. [ GSHD ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Benjamin Douglas Jones Trust<br><sub>(Last) (First) (Middle)</sub><br>C/O GOOSEHEAD INSURANCE, INC.<br>1500 SOLANA BLVD., BLDG 4, STE 4500<br><sub>(Street)</sub><br>WESTLAKE, TX 76262<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-22 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [X] Other (specify below)<br>_Member of 10% owner group_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>Goosehead Insurance, Inc. [ GSHD ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Brendan Scot Jones Trust<br><sub>(Last) (First) (Middle)</sub><br>C/O GOOSEHEAD INSURANCE, INC.<br>1500 SOLANA BLVD., BLDG 4, STE 4500<br><sub>(Street)</sub><br>WESTLAKE, TX 76262<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-22 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [X] Other (specify below)<br>_Member of 10% owner group_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>Goosehead Insurance, Inc. [ GSHD ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Emily Marie Jones Trust<br><sub>(Last) (First) (Middle)</sub><br>C/O GOOSEHEAD INSURANCE, INC.<br>1500 SOLANA BLVD., BLDG 4, STE 4500<br><sub>(Street)</sub><br>WESTLAKE, TX 76262<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-22 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [X] Other (specify below)<br>_Member of 10% owner group_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>Goosehead Insurance, Inc. [ GSHD ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Joshua Thomas Jones Trust<br><sub>(Last) (First) (Middle)</sub><br>C/O GOOSEHEAD INSURANCE, INC.<br>1500 SOLANA BLVD., BLDG 4, STE 4500<br><sub>(Street)</sub><br>WESTLAKE, TX 76262<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-22 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [X] Other (specify below)<br>_Member of 10% owner group_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>Goosehead Insurance, Inc. [ GSHD ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| Class B Common Stock | 2025-08-22 |  | G |  | 9788 | D | $0 | 39149 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9788 | A | $0 | 9788 | I<sup>(1)</sup> | Alexandra Nicole Rogers Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9788 | D | $0 | 29361 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9788 | A | $0 | 9788 | I<sup>(1)</sup> | Benjamin Douglas Jones Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9787 | D | $0 | 19574 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9787 | A | $0 | 9787 | I<sup>(1)</sup> | Brendan Scot Jones Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9787 | D | $0 | 9787 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9787 | A | $0 | 9787 | I<sup>(1)</sup> | Emily Marie Jones Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9787 | D | $0 | 0 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| Class B Common Stock | 2025-08-22 |  | G |  | 9787 | A | $0 | 9787 | I<sup>(1)</sup> | Joshua Thomas Jones Trust |
| Class B Common Stock |  |  |  |  |  |  |  | 482599 | D |  |
| Class B Common Stock |  |  |  |  |  |  |  | 151246 | I | SLJ Dynasty Trust |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  |  | 9788 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9788 | $0 | 39149 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  | 9788 |  | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9788 | $0 | 9788 | I<sup>(1)</sup> | Alexandra Nicole Rogers Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  |  | 9788 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9788 | $0 | 29361 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  | 9788 |  | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9788 | $0 | 9788 | I<sup>(1)</sup> | Benjamin Douglas Jones Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  |  | 9787 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9787 | $0 | 19574 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  | 9787 |  | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9787 | $0 | 9787 | I<sup>(1)</sup> | Brendan Scot Jones Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  |  | 9787 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9787 | $0 | 9787 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  | 9787 |  | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9787 | $0 | 9787 | I<sup>(1)</sup> | Emily Marie Jones Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  |  | 9787 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9787 | $0 | 0 | I<sup>(1)</sup> | SLJ 2023 Grantor Retained Annuity Trust |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-22 |  | G |  | 9787 |  | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9787 | $0 | 9787 | I<sup>(1)</sup> | Joshua Thomas Jones Trust |
| LLC Units in Goosehead Financial, LLC | $0 |  |  |  |  |  |  | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 482599 |  | 482599 | D |  |
| LLC Units in Goosehead Financial, LLC | $0 |  |  |  |  |  |  | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 151246 |  | 151246 | I | SLJ Dynasty Trust |

---

### Footnotes:

(1) Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.

(2) 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.

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Serena Jones  
**Date:** 2025-08-26

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Alexandra Nicole Rogers Trust  
**Date:** 2025-08-26

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for SLJ 2023 Grantor Retained Annuity Trust  
**Date:** 2025-08-26

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Benjamin Douglas Jones Trust  
**Date:** 2025-08-26

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Brendan Scot Jones Trust  
**Date:** 2025-08-26

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Emily Marie Jones Trust  
**Date:** 2025-08-26

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Joshua Thomas Jones Trust  
**Date:** 2025-08-26

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**