| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | GSHD | Class A Common Stock | Gift | $0 | -100 | -0.05% | $0.00 | 189 K | May 24, 2024 | Direct | F1 |
| holding | GSHD | Class B Common Stock | 182 K | May 24, 2024 | Direct | F1 | |||||
| holding | GSHD | Class B Common Stock | 9.57 M | May 24, 2024 | By Trust | F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | GSHD | LLC Units in Goosehead Financial, LLC | 182 K | May 24, 2024 | Class A Common Stock | 182 K | $0.00 | Direct | F1, F3 | |||||
| holding | GSHD | LLC Units in Goosehead Financial, LLC | 9.57 M | May 24, 2024 | Class A Common Stock | 9.57 M | $0.00 | By Trust | F2, F3 |
| Id | Content |
|---|---|
| F1 | 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 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 issue. |
| F2 | Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held in trust for which the reporting person serves as a trustee and of which immediate family members of the reporting person are beneficiaries. |
| F3 | 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. |