# EDGAR Filing Document

**Accession Number:** 0001726978
**File Stem:** 0001726978-25-000126
**Filing Date:** 2025-8
**Character Count:** 6105
**Document Hash:** 676a8e8dc504a43fca8bb395608b298c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001726978-25-000126.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0001726978-25-000126

**CONFORMED SUBMISSION TYPE**: 3

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250822

**FILED AS OF DATE**: 20250826

**DATE AS OF CHANGE**: 20250826

**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:** 3
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251258953

**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

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

## FORM 3

### INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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

---

| | | |
|:---|:---|:---|
| **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. Issuer Name and Ticker or Trading Symbol**<br>Goosehead Insurance, Inc. [ GSHD ] | **5. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  |
| **2. Date of Event Requiring Statement (Month/Day/Year)**<br>2025-08-22 | **4. 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>_ _ | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities Beneficially Owned

---

|  |  |  |  |
| --- | --- | --- | --- |
| 1. Title of Security | 2. Amount of Securities Beneficially Owned | 3. Ownership Form | 4. Nature of Indirect Beneficial Ownership |
| Class B Common Stock | 9787 | D<sup>(1)</sup> |  |

---

## Table II - Derivative Securities Beneficially Owned

---

|  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 3. Title and Amount of Underlying Securities | 3. Title and Amount of Underlying Securities | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| LLC Units in Goosehead Financial, LLC | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 9787 | $0 | D |  |

---

### Footnotes:

(1) The reporting person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest in them.

(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.

**Remarks:**
By virtue of being party to a Voting Agreement, dated February 24, 2021 (the "Voting Agreement"), the reporting person on this Form 3 may be deemed to be a member of a "group" for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended, with respect to the securities reported herein with the other parties who continue to be bound by the Voting Agreement, which such "group" beneficially owns, in the aggregate, more than 10% of the outstanding shares of Class A Common Stock. Together with the reporting person on this Form 3, the parties to the Voting Agreement are Mark E. Jones, Robyn Jones, P. Ryan Langston, Mark Jones Jr., CP Descendants' Trust, The Jones 2020 Irrevocable Trust, The Lanni Romney Spousal Lifetime Access Trust, The Lindy Langston Spousal Lifetime Access Trust, Nathan Romney, The Nathan Romney 2021 Family Trust, The Ryan Langston 2021 Family Trust, SLJ Dynasty Trust, Chick & The Bear Irrevocable Trust, SLJ 2023 Grantor Retained Annuity Trust, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, and Joshua Thomas Jones Trust.

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Emily Marie 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.**