| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Goosehead Insurance, Inc.
13D/A
Amendment 43
GSHD · 38267D109
|
34.2% |
8/24/2026
Event 8/20/2026
|
|||
| Mark E. Jones | 34.2% | ||||
| Robyn Jones | 0.7% | ||||
| The Mark & Robyn Jones Descendants Trust 2014 | 18.6% | ||||
| The Lanni Elaine Romney Family Trust 2014 | 0.7% | ||||
| The Lindy Jean Langston Family Trust 2014 | 0.8% | ||||
| The Camille LaVaun Peterson Family Trust 2014 | 0.8% | ||||
| The Desiree Robyn Coleman Family Trust 2014 | 0.8% | ||||
| The Adrienne Morgan Jones Family Trust 2014 | 0.8% | ||||
| The Mark Evan Jones, Jr. Family Trust 2014 | 0.8% | ||||
| Serena Jones | 1.0% | ||||
| Lanni Romney | 0.5% | ||||
| Lindy Langston | 0.5% | ||||
| Camille Peterson | 0.7% | ||||
| Desiree Coleman | 0.5% | ||||
| Adrienne Kebodeaux | 0.7% | ||||
| Mark E. Jones, Jr. | 1.3% | ||||
| P. Ryan Langston | 0.4% | ||||
| SLJ Dynasty Trust | 0.4% | ||||
| Jones 2020 Irrevocable Trust | 0.2% | ||||
| Lindy Langston Spousal Lifetime Access Trust | 0.2% | ||||
| Lanni Romney Spousal Lifetime Access Trust | 0.2% | ||||
| Nathan Scott Romney | 0% | ||||
| Nathan Romney 2021 Family Trust | 0.2% | ||||
| Ryan Langston 2021 Family Trust | 0.2% | ||||
| The CP Descendants' Trust | 0.3% | ||||
| Chick & The Bear Irrevocable Trust | 0.2% | ||||
| SLJ 2025 Grantor Retained Annuity Trust | 0.3% | ||||
| Alexandra Nicole Rogers Trust | 0% | ||||
| Benjamin Douglas Jones Trust | 0% | ||||
| Brendan Scot Jones Trust | 0% | ||||
| Emily Marie Jones Trust | 0% | ||||
| Joshua Thomas Jones Trust | 0% | ||||
|
Goosehead Insurance, Inc.
13D/A
Amendment 42
GSHD · 38267D109
|
35.1% |
2/25/2026
Event 2/23/2026
|
|||
| Mark E. Jones | 35.1% | ||||
| Robyn Jones | 0.7% | ||||
| The Mark & Robyn Jones Descendants Trust 2014 | 19.6% | ||||
| The Lanni Elaine Romney Family Trust 2014 | 0.7% | ||||
| The Lindy Jean Langston Family Trust 2014 | 0.8% | ||||
| The Camille LaVaun Peterson Family Trust 2014 | 0.7% | ||||
| The Desiree Robyn Coleman Family Trust 2014 | 0.8% | ||||
| The Adrienne Morgan Jones Family Trust 2014 | 0.8% | ||||
| The Mark Evan Jones, Jr. Family Trust 2014 | 0.8% | ||||
| Serena Jones | 1.0% | ||||
| Lanni Romney | 0.5% | ||||
| Lindy Langston | 0.5% | ||||
| Camille Peterson | 0.7% | ||||
| Desiree Coleman | 0.5% | ||||
| Adrienne Jones | 0.8% | ||||
| Mark E. Jones, Jr. | 1.3% | ||||
| P. Ryan Langston | 0.3% | ||||
| SLJ Dynasty Trust | 0.4% | ||||
| Jones 2020 Irrevocable Trust | 0.2% | ||||
| Lindy Langston Spousal Lifetime Access Trust | 0.2% | ||||
| Lanni Romney Spousal Lifetime Access Trust | 0.2% | ||||
| Nathan Scott Romney | 0% | ||||
| Nathan Romney 2021 Family Trust | 0.2% | ||||
| Ryan Langston 2021 Family Trust | 0.2% | ||||
| The CP Descendants' Trust | 0.3% | ||||
| Chick & The Bear Irrevocable Trust | 0.2% | ||||
| SLJ 2023 Grantor Retained Annuity Trust | 0% | ||||
| SLJ 2025 Grantor Retained Annuity Trust | 0.3% | ||||
| Alexandra Nicole Rogers Trust | 0% | ||||
| Benjamin Douglas Jones Trust | 0% | ||||
| Brendan Scot Jones Trust | 0% | ||||
| Emily Marie Jones Trust | 0% | ||||
| Joshua Thomas Jones Trust | 0% | ||||
|
Goosehead Insurance, Inc.
13D/A
Amendment 41
GSHD · 38267D109
|
33.8% |
8/15/2025
Event 8/13/2025
|
|||
| Mark E. Jones | 33.8% | ||||
| Robyn Jones | 0.7% | ||||
| The Mark & Robyn Jones Descendants Trust 2014 | 19.2% | ||||
| The Lanni Elaine Romney Family Trust 2014 | 0.7% | ||||
| The Lindy Jean Langston Family Trust 2014 | 0.7% | ||||
| The Camille LaVaun Peterson Family Trust 2014 | 0.7% | ||||
| The Desiree Robyn Coleman Family Trust 2014 | 0.7% | ||||
| The Adrienne Morgan Jones Family Trust 2014 | 0.7% | ||||
| The Mark Evan Jones, Jr. Family Trust 2014 | 0.7% | ||||
| Serena Jones | 1.3% | ||||
| Lanni Romney | 0.5% | ||||
| Lindy Langston | 0.5% | ||||
| Camille Peterson | 0.7% | ||||
| Desiree Coleman | 0.5% | ||||
| Adrienne Jones | 0.8% | ||||
| Mark E. Jones, Jr. | 1.0% | ||||
| P. Ryan Langston | 0.3% | ||||
| SLJ Dynasty Trust | 0.4% | ||||
| Jones 2020 Irrevocable Trust | 0.2% | ||||
| Lindy Langston Spousal Lifetime Access Trust | 0.2% | ||||
| Lanni Romney Spousal Lifetime Access Trust | 0.2% | ||||
| Nathan Scott Romney | 0% | ||||
| Nathan Romney 2021 Family Trust | 0.2% | ||||
| Ryan Langston 2021 Family Trust | 0.2% | ||||
| The CP Descendants' Trust | 0.3% | ||||
| Chick & The Bear Irrevocable Trust | 0.2% | ||||
| SLJ 2023 Grantor Retained Annuity Trust | 0.1% | ||||
|
Goosehead Insurance, Inc.
13D/A
Amendment 40
GSHD · 38267D109
|
34.9% |
3/26/2025
Event 3/24/2025
|
|||
| Mark E. Jones | 34.9% | ||||
| Robyn Jones | 0.9% | ||||
| The Mark and Robyn Jones Descendants Trust 2014 | 20.2% | ||||
| The Lanni Elaine Romney Family Trust 2014 | 0.7% | ||||
| The Lindy Jean Langston Family Trust 2014 | 0.7% | ||||
| The Camille LaVaun Peterson Family Trust 2014 | 0.7% | ||||
| The Desiree Robyn Coleman Family Trust 2014 | 0.7% | ||||
| The Adrienne Morgan Jones Family Trust 2014 | 0.7% | ||||
| The Mark Evan Jones, Jr. Family Trust 2014 | 0.7% | ||||
| Serena Jones | 1.1% | ||||
| Lanni Romney | 0.5% | ||||
| Lindy Langston | 0.6% | ||||
| Camille Peterson | 0.7% | ||||
| Desiree Coleman | 0.5% | ||||
| Adrienne Jones | 0.8% | ||||
| Mark E. Jones, Jr. | 1.0% | ||||
| P. Ryan Langston | 0.3% | ||||
| SLJ Dynasty Trust | 0.4% | ||||
| Jones 2020 Irrevocable Trust | 0.2% | ||||
| Lindy Langston Spousal Lifetime Access Trust | 0.2% | ||||
| Lanni Romney Spousal Lifetime Access Trust | 0.2% | ||||
| Nathan Scott Romney | 0% | ||||
| Nathan Romney 2021 Family Trust | 0.2% | ||||
| Ryan Langston 2021 Family Trust | 0.2% | ||||
| The CP Descendants' Trust | 0.3% | ||||
| SLJ 2023 Grantor Retained Annuity Trust | 0.3% | ||||
| Chick & The Bear Irrevocable Trust | 0.2% | ||||
Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.