# EDGAR Filing Document

**Accession Number:** 0001726978
**File Stem:** 0001726978-25-000114
**Filing Date:** 2025-8
**Character Count:** 16524
**Document Hash:** 45f68aa291d54f1d2a07bd9c12c8dc18
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001726978-25-000114.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001726978-25-000114

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250812

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Jones Mark Evan
- **CENTRAL INDEX KEY:** 0001736768

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251221471

**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:** Jones Robyn Mary Elizabeth
- **CENTRAL INDEX KEY:** 0001737503

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38466
- **FILM NUMBER:** 251221470

**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:** Mark & Robyn Jones Descendants Trust 2014
- **CENTRAL INDEX KEY:** 0001736769

**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:** 251221472

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** BUILDING 4, SUITE 4500
- **CITY:** WESTLAKE
- **STATE:** TX
- **ZIP:** 76262
- **BUSINESS PHONE:** 214-838-5200

**MAIL ADDRESS:**
- **STREET 1:** 1500 SOLANA BOULEVARD
- **STREET 2:** BUILDING 4, 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 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>Mark & Robyn Jones Descendants Trust 2014<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>2025-08-12 | **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>Jones Mark Evan<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>2025-08-12 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director [X] 10% Owner<br>[X] Officer (give title below) [X] Other (specify below)<br>_Executive Chairman_ |
| **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>Jones Robyn Mary Elizabeth<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>2025-08-12 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] 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 | 2025-08-12 |  | C |  | 48320 | D | $0 | 7296363 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-12 |  | C |  | 48320 | A | $0 | 48320 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-12 |  | S |  | 17302 | D | 86.47<sup>(2)</sup> | 31018 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-12 |  | S |  | 29903 | D | 87.45<sup>(3)</sup> | 1115 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-12 |  | S |  | 1115 | D | 88.06<sup>(4)</sup> | 0 | D<sup>(1)</sup> |  |
| Class B Common Stock | 2025-08-13 |  | C |  | 60000 | D | $0 | 7236363 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-13 |  | C |  | 60000 | A | $0 | 60000 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-13 |  | S |  | 19896 | D | 86.44<sup>(5)</sup> | 40104 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-13 |  | S |  | 4445 | D | 87.36<sup>(6)</sup> | 35659 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-13 |  | S |  | 9565 | D | 88.65<sup>(7)</sup> | 26094 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-13 |  | S |  | 21919 | D | 89.48<sup>(8)</sup> | 4175 | D<sup>(1)</sup> |  |
| Class A Common Stock | 2025-08-13 |  | S |  | 4175 | D | 90.09<sup>(9)</sup> | 0 | D<sup>(1)</sup> |  |
| Class A Common Stock |  |  |  |  |  |  |  | 38851 | D<sup>(10)</sup> |  |
| Class B Common Stock |  |  |  |  |  |  |  | 182349 | D<sup>(10)</sup> |  |
| Class A Common Stock |  |  |  |  |  |  |  | 71565 | D<sup>(11)</sup> |  |
| Class B Common Stock |  |  |  |  |  |  |  | 132349 | D<sup>(11)</sup> |  |
| Class B Common Stock |  |  |  |  |  |  |  | 1766355 | I | By Trust<sup>(12)</sup> |

---

## 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 | 2025-08-12 |  | C |  |  | 48320 | <sup>(13)</sup> | <sup>(13)</sup> | Class A Common Stock | 48320 | $0 | 7296363 | D<sup>(1)</sup> |  |
| LLC Units in Goosehead Financial, LLC | $0 | 2025-08-13 |  | C |  |  | 60000 | <sup>(13)</sup> | <sup>(13)</sup> | Class A Common Stock | 60000 | $0 | 7236363 | D<sup>(1)</sup> |  |
| LLC Units in Goosehead Financial, LLC | $0 |  |  |  |  |  |  | <sup>(13)</sup> | <sup>(13)</sup> | Class A Common Stock | 182349 |  | 182349 | D<sup>(10)</sup> |  |
| LLC Units in Goosehead Financial, LLC | $0 |  |  |  |  |  |  | <sup>(13)</sup> | <sup>(13)</sup> | Class A Common Stock | 132349 |  | 132349 | D<sup>(11)</sup> |  |
| LLC Units in Goosehead Financial, LLC | $0 |  |  |  |  |  |  | <sup>(13)</sup> | <sup>(13)</sup> | Class A Common Stock | 1766355 |  | 1766355 | I | By Trust<sup>(12)</sup> |

---

### Footnotes:

(1) Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held (a) directly by the Mark & Robyn Jones Descendants Trust 2014 and (b) indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of the Mark & Robyn Jones Descendants Trust 2014 and whose immediate family members are beneficiaries of the Mark & Robyn Jones Descendants Trust 2014.

(2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.02 to $87.01, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

(3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.02 to $88.00, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

(4) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.02 to $88.10, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

(5) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.00 to $86.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

(6) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $87.97, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

(7) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.00 to $88.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

(8) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.00 to $89.99, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

(9) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.27, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.

(10) Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Mark Evan Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by his spouse, Robyn Mary Elizabeth Jones, who is independently a reporting person of the issuer.

(11) Reflects shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held directly by Robyn Mary Elizabeth Jones, and does not reflect shares of Class A Common Stock, shares of Class B Common Stock, or LLC Units, as applicable, held by her spouse, Mark Evan Jones, who is independently a reporting person of the issuer.

(12) Reflects shares of Class B Common Stock or LLC Units, as applicable, held indirectly by Mark Evan Jones and Robyn Mary Elizabeth Jones, who serve as trustees of various trusts and whose immediate family members are beneficiaries of such trusts.

(13) 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 Mark Evan Jones  
**Date:** 2025-08-14

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Robyn Mary Elizabeth Jones  
**Date:** 2025-08-14

**Signature:** /s/ John O'Connor, as Attorney-in-Fact for Mark & Robyn Jones Descendants Trust 2014  
**Date:** 2025-08-14

### 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.**