EX-99.A 2 ex99-a.htm SCHEDULE OF TRANSACTIONS Document

Exhibit A
Item 5. Interest in Securities of the Issuer
(a) and (b) The Reporting Persons as of March 26, 2025, (i) hold 98.36% of the outstanding Class B Common Stock and collectively control approximately 33.28% of the combined voting power of the Issuer’s common stock and (ii) beneficially own, calculated in accordance with Rule 13d-3, 34.94% of the Issuer’s Class A Common Stock, based on the percentage that would be held by the Reporting Persons if they fully converted their shares of Class B Common Stock into shares of Class A Common Stock and no other holders of Class B Common Stock converted their shares of Class B Common Stock. The percentages reported below and in Box 13 above for each Reporting Person reflect such beneficial ownership for each such Reporting Person.
Reporting Person
Number of Shares of Class A Common Stock Owned(1)
Percentage of Class A Common Stock Outstanding(2)
Mark E. Jones741,968 
(3)
1.94 %
Robyn Jones338,250 
(4)
0.89 %
The Mark and Robyn Jones Descendants Trust 20147,706,142 20.19 %
The Lanni Elaine Romney Family Trust 2014264,534 0.69 %
The Lindy Jean Langston Family Trust 2014282,734 0.74 %
The Camille LaVaun Peterson Family Trust 2014275,434 0.72 %
The Desiree Robyn Coleman Family Trust 2014276,834 0.73 %
The Adrienne Morgan Jones Family Trust 2014282,734 0.74 %
The Mark Evan Jones, Jr. Family Trust 2014282,734 0.74 %
Serena Jones423,648 1.11 %
Lanni Romney180,291 0.47 %
Lindy Langston215,079 0.56 %
Camille Peterson255,019 0.67 %
Desiree Coleman200,000 0.52 %
Adrienne Jones288,027 0.75 %
Mark E. Jones, Jr.391,230 
(5)
1.02 %
P. Ryan Langston117,673 
(6)
0.31 %
SLJ Dynasty Trust 151,2460.40 %
Jones 2020 Irrevocable Trust82,0050.21 %
Lindy Langston Spousal Lifetime Access Trust 80,2700.21 %
Lanni Romney Spousal Lifetime Access Trust73,7040.19 %
Nathan Romney 5— %
The CP Descendants' Trust101,3510.27 %
Ryan Langston 2021 Family Trust72,5000.19 %
Nathan Romney 2021 Family Trust82,5000.22 %
Chick & The Bear Irrevocable Trust63,5300.17 %
SLJ 2023 Grantor Retained Annuity Trust107,888 0.28 %
(1)     Each Reporting Person has shared power to vote or dispose all shares listed pursuant to the Voting Agreements described herein except for the shares listed for Mark E. Jones for which he has the sole power to vote or dispose.


(2)    Based on the number of shares of Class A Common Stock (25,045,428) issued and outstanding as of March 26, 2025, the date of this report, and assuming all outstanding shares of Class B Common Stock (together with an equal number of LLC Units in Goosehead Financial) beneficially owned by the Reporting Persons (and excluding, for the avoidance of doubt, shares of Class B Common Stock owned by other persons) were exchanged for newly-issued shares of Class A Common Stock on a one-for-one basis.
(3)    Includes 520,668 shares of Class A Common Stock issuable upon exercise of options that have vested or will vest within 60 days.
(4)     Includes 42,336 shares of Class A Common Stock issuable upon exercise of options that have vested or will vest within 60 days.
(5)    Includes 173,335 shares of Class A Common Stock issuable upon exercise of options that have vested or will vest within 60 days.
(6)    Includes 112,668 shares of Class A Common Stock issuable upon exercise of options that have vested or will vest within 60 days.

Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, in part pursuant to a 10b5-1 plan, The Mark and Robyn Jones Descendants Trust 2014 converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:
DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
02/26/20243,934 $75.67
02/27/20249,729 $74.19
02/28/202436,337 $74.93
02/29/202450,000 $75.87
03/5/202519,600 $123.09
03/6/20258,761 $121.49
03/12/2025500 $120.12
03/24/202543,712 $120.82
03/25/202527,427 $120.34
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, in part pursuant to a 10b5-1 plan, Adrienne Jones converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:
DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
11/27/202320,000 $74.23
10/16/20246,072 $100.05
10/24/202443,928 $100.21
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, the Chick & The Bear Irrevocable Trust converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:
DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
11/27/202315,000 $73.15


Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, SLJ 2023 Grantor Retained Annuity Trust transferred shares of Class B Common Stock to Serena Jones:
DateNumber of Shares of Class A Common Stock TransferredWeighted Average Price Per Share
07/31/202453,206 $0.00
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, pursuant to a 10b5-1 plan, Desiree Coleman converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:
DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
01/31/20242,324 $80.17
02/5/20248,952 $80.05
02/8/202417,070 $80.15
02/9/202421,654 $80.46

Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, Mark E. Jones gifted shares of Class A Common Stock:
DateNumber of Shares of Class A Common Stock GiftedWeighted Average Price Per Share
05/24/2024100 $0.00
08/1/2024150,000 $0.00
08/29/2024500 $0.00
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, Mark E. Jones exercised and promptly sold stock options:
DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
08/16/202410,418 $85.88
08/19/202411,699 $85.75
08/20/2024200 $84.22
08/21/202414,030 $82.96
08/26/20248,977 $82.33
02/28/202540,000 $119.04
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, Lindy Langston Spousal Lifetime Access Trust converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:


DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
11/28/2023100 $74.05
11/29/2023514 $74.00
11/30/20239,386 $72.88
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, Mark E. Jones, Jr. purchased shares of Class A Common Stock:
DateNumber of Shares of Class A Common Stock PurchasedWeighted Average Price Per Share
02/26/20241,332 $74.86
02/28/20251,010 $118.02
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, Robyn Jones gifted shares of Class A Common Stock:
DateNumber of Shares of Class A Common Stock GiftedWeighted Average Price Per Share
08/13/20242,000 $0.00
08/19/20246,000 $0.00
08/23/2024625 $0.00
11/1/20249,100 $0.00
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, in part pursuant to a 10b5-1 plan, P. Ryan Langston exercised and promptly sold stock options:
DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
08/14/20242,326 $85.10
08/15/20247,674 $85.19
09/25/20244,814 $90.26
09/27/20243,019 $90.34
09/30/20242,167 $90.09
10/15/202410,000 $95.35
Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, Ryan Langston 2021 Family Trust converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:
DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
11/28/2023100 $74.05
11/29/2023513 $74.00
11/30/20239,387 $72.88


Between November 23, 2023 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and March 26, 2025, SLJ Dynasty Trust converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:
DateNumber of Shares of Class A Common Stock SoldWeighted Average Price Per Share
11/27/202328,000 $74.47