Mark & Robyn Jones Descendants Trust 2014

Mark & Robyn Jones Descendants Trust 2014 (10% Owner) sold 45,588 shares of GSHD at $40.07 on 2026-05-26; trust retains LLC Units in Goosehead Financial

The trust sold its entire non-derivative common equity position in Goosehead Insurance at $40.07, representing a sale at a price 64.6% below the 52-week high of $113.00 and follows the stock's 30-day decline of -17.1%. Notably, across this insider's history at GSHD, 5 of 5 prior sells achieved negative 90-day returns (ranging from -19.4% to -22.7%), indicating a consistent pattern of selling ahead of subsequent price declines. However, the insider's overall economic interest in Goosehead remains substantial through direct ownership of LLC Units in Goosehead Financial, LLC, so this represents a restructuring of the ownership vehicle rather than a complete withdrawal from the business. The company's fundamentals show annual revenue growth of +16.2% and a P/E of 27.78, providing context for evaluating whether the current depressed valuation reflects fundamental weakness or market sentiment disconnected from operational performance.

Mark & Robyn Jones Descendants Trust 2014 (10% Owner) sells entire 82,689-share GSHD stake for $3,453,750.36

The Mark & Robyn Jones Descendants Trust 2014, a 10% owner, executed a complete exit of its entire 82,689 shares in two separate sales on 2026-05-22 for a combined $3,453,750.36 at a blended average price of $41.77, leaving zero post-transaction holdings. The insider's prior 5 trades at GSHD all generated negative 90-day returns ranging from -19.4% to -22.7%, and this historical pattern extends to his cross-ticker track record showing a 100.00% well-timed rate on 20 prior sells with an average 90-day return of -21.7%. The stock is currently trading at $42.49, down -4.9% over 30 days and -4.4% over 90 days, and remains -63.0% below the 52-week high of $114.76. A complete liquidation by a significant shareholder warrants scrutiny regarding the insider's assessment of risk or opportunity ahead.

10% owner Mark & Robyn Jones Descendants Trust 2014 fully exits 70.8K GSHD shares for $2.9M; timing consistent with prior sell pattern.

Mark & Robyn Jones Descendants Trust 2014, a 10% beneficial owner, filed 3 separate sales totaling 70,751 shares for $2,926,610.17 on 2026-05-21, reducing holdings to zero from 70.8K shares pre-transaction. The sales occurred at prices ranging from $40.62 to $42.21, yielding a blended average price of $41.36, while the stock currently trades at $42.49, down 4.9% over 30 days and 63.0% from its 52-week high of $114.76. At GSHD specifically, the trust's 5 prior sales (August 2025) all generated negative 90-day returns (-7.3% to -10.5%), with a 100% rate of subsequent stock declines at the 90-day mark; this complete liquidation extends that pattern at a time when the stock has substantially underperformed its peak. The cross-ticker track record shows 20 prior open-market sells with an average 90-day return of -21.7% and a 100% well-timed rate, indicating consistent sale execution before further declines. This full exit by a major shareholder, coupled with the demonstrated pattern of selling into downturns at this ticker, should prompt examination of whether the trust's complete exit reflects broader valuation or operational concerns.

10% owner Mark & Robyn Jones Descendants Trust 2014 sold 22.0K shares ($1.9M) at GSHD over Aug 14-15 via 4 transactions.

The Mark & Robyn Jones Descendants Trust 2014, a 10% owner, executed 4 separate sales totaling 21,991 shares for $1,926,034.78 at a blended average price of $87.58 on August 14–15, 2025. This filing contains a derivative-conversion transaction (Flag noted), so the Table I shares_after of zero should not be interpreted as a full-exit position; the insider's real holdings may include derivative securities tracked in Table II (not yet populated). Against the current market price of $85.29, the sales were executed 2.7% above today's market level, though the stock is down 34.2% from its 52-week high of $129.69. The insider's broader cross-ticker track record shows a 90-day well-timed rate of 100.00% (20 prior sells), but prior GSHD-specific activity from August 13 (5 separate sells) remains outcome-immeasurable at the 30-day and 90-day marks. Stock fundamentals show P/E of 60.49 with recent revenue growth of 20.4%, but the sharp 30-day decline of 16.5% and 90-day decline of 21.3% underscore the equity's recent weakness relative to execution timing.

10% owner sells 108.3K shares ($9.5M) across 8 transactions; stock down 24% in 90 days, down 10% in 30 days.

The Mark & Robyn Jones Descendants Trust 2014 filed 8 separate sales totaling 108,320 shares for $9,502,808.75 at a blended average price of $87.73 on 2025-08-12 and 2025-08-13, representing a 100.0% reduction of its open-market holdings in GSHD. The sales occurred as GSHD stock trades at $86.46 (current price), down 24.0% over 90 days and down 10.0% over 30 days, suggesting the liquidation occurred near recent weakness. This filing is flagged as a derivative-conversion transaction; the insider's full position may not be limited to these open-market shares, as derivative holdings in Table II are not yet populated in the database. The cross-ticker track record shows a 100.00% well-timed rate on 20 prior sells with an average 90-day return of -17.0%, but prior GSHD-specific outcomes are not yet measurable. Investors should monitor the derivative Table II data when available to assess whether this represents a complete ownership change or a partial conversion event.

10% Owner Mark & Robyn Jones Descendants Trust 2014 sells 60,715 shares for $5.3M (Aug 8–11)

Mark & Robyn Jones Descendants Trust 2014, holding a 10% ownership stake, executed 4 separate sales totaling 60,715 shares for $5,259,279.27 across August 8–11, 2025, liquidating its entire Table I position at a blended average price of $86.62. The filing carries a derivative-conversion flag indicating the insider's real position may extend to Table II securities not yet populated in the database; investors should verify complete post-transaction holdings before drawing position-exit conclusions. The timing of these sales—occurring as GSHD stock has declined 10.6% over 30 days and 18.8% over 90 days from recent price levels—aligns with the insider's historical cross-ticker sell pattern (100% well-timed rate across 20 prior sells), though same-ticker outcomes at GSHD are not yet measurable. The company's elevated valuation (P/E of 61.04) and strong revenue growth of 20.4% year-over-year provide context for insider activity in a stock currently trading 33.6% below its 52-week high of $129.69.

10% Owner Mark & Robyn Jones Descendants Trust sells all 19,228 shares for $1.7M in 3 sales (Aug 5-7) via derivative conversion

The Mark & Robyn Jones Descendants Trust, a 10% owner of Goosehead Insurance, executed 3 separate sales totaling 19,228 shares for $1,683,161.30 (blended average $87.54) between August 5-7, 2025. The trust's post-transaction holdings are 0 shares from an open-market perspective; however, a derivative-conversion flag indicates the trust holds derivative securities in Table II that represent its continuing economic interest, so this should not be characterized as a complete stake liquidation. The stock has declined 32.8% from its 52-week high of $129.69 and is down 12.2% in the past 30 days, while the company maintains healthy fundamentals with $94.0M in latest-quarter revenue, +20.4% annual growth, and a $1.8B market cap. The insider's cross-ticker track record shows a 100.00% well-timed rate on 20 prior sells (avg 90d return -14.4%), suggesting a pattern of selling ahead of declines, though same-ticker measurable outcomes are not yet available for assessment at GSHD.

10% owner Mark & Robyn Jones Descendants Trust 2014 sold 31,516 shares of GSHD at $93.24, now holds 0 shares in equity form pending derivative table assessment.

The Mark & Robyn Jones Descendants Trust 2014, a 10% owner of Goosehead Insurance, sold 31,516 shares at $93.24 on 2025-07-31, generating $2,938,551.84 in proceeds. The transaction occurred when the stock was trading 31.6% below its 52-week high and has since fallen an additional 15.2% over 30 days and 13.7% over 90 days. Notably, this sale represents a complete exit of the insider's common-equity holdings (from 31,516 to 0 shares), though the FLAG disclosure indicates the insider may retain derivative positions in Table II not yet populated in our database. Across the insider's cross-ticker track record, 20 prior sales posted an average 90-day return of -13.5% with a 100.00% well-timed rate, suggesting a pattern of selling ahead of declines; however, at this specific ticker, 5 prior sales in 2025 showed mixed outcomes, with 2 of 5 resulting in 30-day gains and timing outcomes not yet measurable at the 90-day horizon.

10% Owner Sells 21,385 Shares at $104.76 Avg; Converts Derivative Holdings at GSHD

Mark & Robyn Jones Descendants Trust 2014, a 10% owner at Goosehead Insurance, completed 2 separate sales totaling 21,385 shares for $2,240,380.60 on 2025-05-14, with a blended average price of $104.76. The filing reflects a conversion of derivative securities (Form 4 Table II data not yet populated in our system), so the insider's actual post-transaction position extends beyond the zero common shares shown in Table I; this is a partial sale of a specific batch, not a complete exit. The timing context is noteworthy: GSHD stock has declined 4.4% over 30 days and 8.1% over 90 days from its 52-week high of $129.69, while the insider's cross-ticker track record shows an average 30-day return of -14.3% following prior sales. The company fundamentals show strong annual revenue growth of 20.4%, but a high P/E of 72.64 and modest net income of $2.3M on revenue of $75.6M merit investor attention alongside the insider's transaction activity.

10% owner Mark & Robyn Jones Descendants Trust sells 161,313 shares for $16,921,167.88 on 2025-05-12/13

The Mark & Robyn Jones Descendants Trust 2014, a 10% owner, executed 6 separate sales totaling 161,313 shares for $16,921,167.88 on May 12-13, 2025, at prices ranging from $102.20 to $105.51 and a blended average price of $104.90. This transaction reduces the trust's holding to 0 shares post-transaction, representing a complete liquidation of the open-market holdings captured in this filing. However, the FLAG indicator notes that Table II (derivative securities) is not yet populated in the database; the insider's total position likely includes derivative holdings, and this sale may represent a conversion or partial execution rather than a full exit of all economic interests. The trust's cross-ticker track record shows a 100.00% well-timed sell rate over 20 prior sales (avg 90d return -14.7%), but same-ticker outcomes at GSHD remain unmeasurable as of this filing date. The sales occurred while GSHD traded between $102.20–$105.51; the stock currently sits at $105.60, -18.6% from its 52-week high of $129.69, suggesting the sales were executed during a period of recent weakness.