Exhibit A
Item 5. Interest in Securities of the Issuer
(a) and (b) The Reporting Persons as of August 15, 2025, (i) hold 98.6% of the outstanding Class B Common Stock and collectively control approximately 32.1% of the combined voting power of the Issuer’s common stock and (ii) beneficially own, calculated in accordance with Rule 13d-3, 33.8% 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. Jones | | 741,868 | | (3) | 2.0 | % | |
Robyn Jones | | 248,882 | | (4) | 0.7 | % | |
The Mark & Robyn Jones Descendants Trust 2014 | | 7,214,372 | | | 19.2 | % | |
The Lanni Elaine Romney Family Trust 2014 | | 264,534 | | | 0.7 | % | |
The Lindy Jean Langston Family Trust 2014 | | 282,734 | | | 0.7 | % | |
The Camille LaVaun Peterson Family Trust 2014 | | 275,434 | | | 0.7 | % | |
The Desiree Robyn Coleman Family Trust 2014 | | 276,834 | | | 0.7 | % | |
The Adrienne Morgan Jones Family Trust 2014 | | 282,734 | | | 0.7 | % | |
The Mark Evan Jones, Jr. Family Trust 2014 | | 282,734 | | | 0.7 | % | |
Serena Jones | | 482,599 | | | 1.3 | % | |
Lanni Romney | | 180,291 | | | 0.5 | % | |
Lindy Langston | | 200,079 | | | 0.5 | % | |
Camille Peterson | | 255,019 | | | 0.7 | % | |
Desiree Coleman | | 200,000 | | | 0.5 | % | |
Adrienne Jones | | 288,027 | | | 0.8 | % | |
Mark E. Jones, Jr. | | 392,379 | | (5) | 1.0 | % | |
P. Ryan Langston | | 119,615 | | (6) | 0.3 | % | |
SLJ Dynasty Trust | | 151,246 | | 0.4 | % | |
Jones 2020 Irrevocable Trust | | 82,005 | | 0.2 | % | |
Lindy Langston Spousal Lifetime Access Trust | | 80,270 | | 0.2 | % | |
Lanni Romney Spousal Lifetime Access Trust | | 73,704 | | 0.2 | % | |
Nathan Romney | | 5 | | — | % | |
The CP Descendants' Trust | | 101,351 | | 0.3 | % | |
Ryan Langston 2021 Family Trust | | 72,500 | | 0.2 | % | |
Nathan Romney 2021 Family Trust | | 82,500 | | 0.2 | % | |
Chick & The Bear Irrevocable Trust | | 63,530 | | 0.2 | % | |
SLJ 2023 Grantor Retained Annuity Trust | | 48,937 | | | 0.1 | % | |
(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 (25,095,032) issued and outstanding as of August 15, 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 44,968 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 114,610 shares of Class A Common Stock issuable upon exercise of options that have vested or will vest within 60 days.
Between March 27, 2025 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and August 15, 2025, The Mark & Robyn Jones Descendants Trust 2014 converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:
| | | | | | | | | | | | | | |
Date | | Number of Shares of Class A Common Stock Sold | | Weighted Average Price Per Share |
05/8/2025 | | 30,081 | | | $101.95 |
05/9/2025 | | 37,221 | | | $102.56 |
05/12/2025 | | 50,000 | | | $103.75 |
05/13/2025 | | 111,313 | | | $105.42 |
05/14/2025 | | 21,385 | | | $104.76 |
07/31/2025 | | 31,516 | | | $93.24 |
08/5/2025 | | 900 | | | $89.41 |
08/6/2025 | | 12,153 | | | $87.60 |
08/7/2025 | | 6,175 | | | $87.14 |
08/8/2025 | | 14,717 | | | $87.18 |
08/11/2025 | | 45,998 | | | $86.44 |
08/12/2025 | | 48,320 | | | $87.11 |
08/13/2025 | | 60,000 | | | $88.22 |
08/14/2025 | | 29,391 | | | $87.60 |
08/15/2025 | | 600 | | | $87.01 |
Between March 27, 2025 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and August 15, 2025, Lindy Langston converted shares of Class B Common Stock into shares of Class A Common Stock which were promptly sold:
| | | | | | | | | | | | | | |
Date | | Number of Shares of Class A Common Stock Sold | | Weighted Average Price Per Share |
05/20/2025 | | 1,105 | | | $110.05 |
05/27/2025 | | 11,042 | | | $110.20 |
05/28/2025 | | 2,853 | | | $110.16 |
Between March 27, 2025 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and August 15, 2025, SLJ 2023 Grantor Retained Annuity Trust transferred shares of Class B Common Stock to Serena Jones:
| | | | | | | | | | | | | | |
Date | | Number of Shares of Class B Common Stock Transferred | | Weighted Average Price Per Share |
06/26/2025 | | 58,951 | | | $0.00 |
Between March 27, 2025 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and August 15, 2025, Mark E. Jones gifted shares of Class A Common Stock:
| | | | | | | | | | | | | | |
Date | | Number of Shares of Class A Common Stock Gifted | | Weighted Average Price Per Share |
05/21/2025 | | 100 | | | $0.00 |
Between March 27, 2025 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and August 15, 2025, Mark E. Jones, Jr. purchased shares of Class A Common Stock:
| | | | | | | | | | | | | | |
Date | | Number of Shares of Class A Common Stock Purchased | | Weighted Average Price Per Share |
07/29/2025 | | 1,149 | | | $86.08 |
Between March 27, 2025 (the date following the most recent Schedule 13D/A filed by the Reporting Persons) and August 15, 2025, Robyn Jones gifted shares of Class A Common Stock:
| | | | | | | | | | | | | | |
Date | | Number of Shares of Class A Common Stock Gifted | | Weighted Average Price Per Share |
05/15/2025 | | 92,000 | | | $0.00 |