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Jones Mark Evan's Form 4 filing

Goosehead Insurance, Inc. (GSHD) · filed May 13, 2025

Accession no.
0001726978-25-000082
Filed
May 13, 2025, 7:27 PM ET
Trade date
May 12-13, 2025
Filing delay
1 day
Rule 10b5-1 plan
Not checked

This filing lists 10 non-derivative transactions and 2 derivative transactions. Open-market sales total $16.9M. It was filed 1 day after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Jones Mark EvanCIK 0001736768Director, Officer (Executive Chairman), 10% Owner, Other: Member of 10% owner group
Jones Robyn Mary ElizabethCIK 0001737503Director, 10% Owner, Other: Member of 10% owner group
Mark & Robyn Jones Descendants Trust 2014CIK 000173676910% Owner, Other: Member of 10% owner group

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
May 12, 2025Class B Common StockCConversionDisposed−50,000$0.00$07,588,840Direct
May 12, 2025Class A Common StockCConversionAcquired+50,000$0.00$050,000Direct
May 12, 2025Class A Common StockSSaleDisposed−5,800$102.20F2−$592,76044,200Direct
May 12, 2025Class A Common StockSSaleDisposed−12,783$102.96F3−$1,316,137.6831,417Direct
May 12, 2025Class A Common StockSSaleDisposed−21,194$104.14F4−$2,207,143.1610,223Direct
May 12, 2025Class A Common StockSSaleDisposed−10,223$104.77F5−$1,071,063.710Direct
May 13, 2025Class B Common StockCConversionDisposed−111,313$0.00$07,477,527Direct
May 13, 2025Class A Common StockCConversionAcquired+111,313$0.00$0111,313Direct
May 13, 2025Class A Common StockSSaleDisposed−17,330$104.90F6−$1,817,91793,983Direct
May 13, 2025Class A Common StockSSaleDisposed−93,983$105.51F7−$9,916,146.330Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
May 12, 2025Class A Common StockCConversionDisposed−50,000$0.00$07,588,840Direct
May 13, 2025Class A Common StockCConversionDisposed−111,313$0.00$07,477,527Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F2

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.58 to $102.55, 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.

Referenced by the price of 1 transaction in Table I.

F3

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.58 to $103.55, 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.

Referenced by the price of 1 transaction in Table I.

F4

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $103.59 to $104.58, 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

Referenced by the price of 1 transaction in Table I.

F5

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.59 to $105.12, 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

Referenced by the price of 1 transaction in Table I.

F6

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.11 to $105.10, 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.

Referenced by the price of 1 transaction in Table I.

F7

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.11 to $106.01, 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.

Referenced by the price of 1 transaction in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)