Form 4: Goosehead Insurance Executives Report Transactions in Company Stock

Executives and related trusts of Goosehead Insurance, Inc. report transactions involving Class A and Class B common stock, including acquisitions, disposals, and conversions of LLC Units.

Summary

• On March 12, 2025, the Mark & Robyn Jones Descendants Trust 2014 disposed of 500 shares of Class B Common Stock and acquired 500 shares of Class A Common Stock.
• The trust also sold 500 shares of Class A Common Stock at a weighted average price of $120.12.
• These transactions were reported by Mark Evan Jones and Robyn Mary Elizabeth Jones, who are trustees of the trust and directors of Goosehead Insurance, Inc.
• The transactions also involved LLC Units in Goosehead Financial, LLC, which can be converted into Class A Common Stock.
• Mark Evan Jones and Robyn Mary Elizabeth Jones also reported their individual holdings of Class A Common Stock, Class B Common Stock, and LLC Units.

Sentiment

Score: 5

Explanation: The document is a standard SEC filing detailing stock transactions by insiders. It doesn't inherently convey positive or negative sentiment about the company's performance.

Industry Context

This filing is a routine disclosure of insider transactions, which are common in publicly traded companies. Investors monitor these filings to gain insights into management's perspective on the company's stock.

Stakeholder Impact

• The transactions may have a minor impact on shareholders due to the change in ownership structure.
• The transactions do not directly impact employees, customers, suppliers, or creditors.

Key Dates