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Goosehead Insurance, Inc.

For the period ended Mar 31, 2026. Filed Apr 23, 2026.

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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Mar 31, 2026 · Filed Apr 23, 2026

GSHD$54.69-1.6%Stored close · as of Nov 9, 2026

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Item 5. Other Information

There were noadoptions, modifications, orterminations by any of our directors or officers of any contract, instruction, or written plan for the purchase or sale of securities intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) or any non-Rule 10b5-1 trading arrangements requiring disclosure pursuant to Item 408(a) during the first quarter of fiscal 2026, except as follows:

On February 24, 2026, a Rule 10b5-1 trading arrangement with respect to the sale of the Company's Class A common stock (the "10b5-1 Plan"), previously adopted by The Mark & Robyn Jones Descendants Trust (the "Trust"), of which Mark E. Jones, our Executive Chairman, and Robyn Jones, a member of our Board of Directors, are trustees, expired by operation of its terms. The 10b5-1 Plan was adopted on November 22, 2024 and provided for the potential sale of up to 200,000 shares of the Company's Class A common stock owned by the Trust. As of the termination of the 10b5-1 Plan, the Trust had sold 100,000 shares of Class A common stock under its terms.

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