Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goosehead Insurance, Inc.GSHD · Entity 4370 | 10% owner · Member of 10% owner group | August 19, 2026 | August 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Goosehead Insurance, Inc.
Report date August 19, 2026 · Filed August 21, 2026
Jointly reported with SLJ Dynasty Trust
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 362,822 |
Reported balance
After 2026-08-19 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-08-19 · Conversion · Disposed 4,875 · Balance 362,822 |
| Class B Common StockSEC Table I · non-derivative | Direct | 352,822 |
Reported balance
After 2026-08-20 transaction · row 7
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 7 · 2026-08-20 · Conversion · Disposed 10,000 · Balance 352,822 |
| Class A Common StockSEC Table I · non-derivative | Direct | 4,875 |
Reported balance
After 2026-08-19 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2026-08-19 · Conversion · Acquired 4,875 · Balance 4,875 |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-19 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2026-08-19 · Sale · Disposed 4,875 · Balance 0 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.56 to $68.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. |
| Class A Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2026-08-20 transaction · row 8
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 8 · 2026-08-20 · Conversion · Acquired 10,000 · Balance 10,000 |
| Class A Common StockSEC Table I · non-derivative | Direct | 6,107 |
Reported balance
After 2026-08-20 transaction · row 9
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 9 · 2026-08-20 · Sale · Disposed 3,893 · Balance 6,107 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.26 to $69.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. |
| Class A Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2026-08-20 transaction · row 10
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 10 · 2026-08-20 · Sale · Disposed 1,107 · Balance 5,000 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.27 to $70.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-20 transaction · row 11
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 11 · 2026-08-20 · Sale · Disposed 5,000 · Balance 0 |
| Class B Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 146,246 |
Reported balance
After 2026-08-19 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2026-08-19 · Conversion · Disposed 4,875 · Balance 146,246 |
| Class B Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 136,246 |
Reported balance
After 2026-08-20 transaction · row 12
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 12 · 2026-08-20 · Conversion · Disposed 10,000 · Balance 136,246 |
| Class A Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 4,875 |
Reported balance
After 2026-08-19 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2026-08-19 · Conversion · Acquired 4,875 · Balance 4,875 |
| Class A Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 0 |
Reported balance
After 2026-08-19 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2026-08-19 · Sale · Disposed 4,875 · Balance 0 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.56 to $68.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. |
| Class A Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 10,000 |
Reported balance
After 2026-08-20 transaction · row 13
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 13 · 2026-08-20 · Conversion · Acquired 10,000 · Balance 10,000 |
| Class A Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 6,107 |
Reported balance
After 2026-08-20 transaction · row 14
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 14 · 2026-08-20 · Sale · Disposed 3,893 · Balance 6,107 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.26 to $69.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. |
| Class A Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 5,000 |
Reported balance
After 2026-08-20 transaction · row 15
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 15 · 2026-08-20 · Sale · Disposed 1,107 · Balance 5,000 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.27 to $70.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. |
| Class A Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 0 |
Reported balance
After 2026-08-20 transaction · row 16
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 16 · 2026-08-20 · Sale · Disposed 5,000 · Balance 0 |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 362,822 |
Reported balance
After 2026-08-19 transaction · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · 2026-08-19 · Conversion · Disposed 4,875 · Balance 362,822 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 352,822 |
Reported balance
After 2026-08-20 transaction · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · 2026-08-20 · Conversion · Disposed 10,000 · Balance 352,822 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSLJ Dynasty Trust | 146,246 |
Reported balance
After 2026-08-19 transaction · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · 2026-08-19 · Conversion · Disposed 4,875 · Balance 146,246 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSLJ Dynasty Trust | 136,246 |
Reported balance
After 2026-08-20 transaction · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · 2026-08-20 · Conversion · Disposed 10,000 · Balance 136,246 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. |
| Class B Common StockSEC Table I · non-derivative | IndirectEmily Marie Jones Trust | 9,787 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 17
Holding and transaction disclosures are not merged.
1 source rowRow 17 · Balance 9,787 F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| Class B Common StockSEC Table I · non-derivative | IndirectBrendan Scot Jones Trust | 9,787 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 18
Holding and transaction disclosures are not merged.
1 source rowRow 18 · Balance 9,787 F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| Class B Common StockSEC Table I · non-derivative | IndirectJoshua Thomas Jones Trust | 9,787 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 19
Holding and transaction disclosures are not merged.
1 source rowRow 19 · Balance 9,787 F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| Class B Common StockSEC Table I · non-derivative | IndirectBenjamin Douglas Jones Trust | 9,788 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 20
Holding and transaction disclosures are not merged.
1 source rowRow 20 · Balance 9,788 F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| Class B Common StockSEC Table I · non-derivative | IndirectAlexandra Nicole Rogers Trust | 9,788 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 21
Holding and transaction disclosures are not merged.
1 source rowRow 21 · Balance 9,788 F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| Class B Common StockSEC Table I · non-derivative | IndirectSLJ 2025 Grantor Retained Annuity Trust | 114,777 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 22
Holding and transaction disclosures are not merged.
1 source rowRow 22 · Balance 114,777 F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectEmily Marie Jones Trust | 9,787 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 27
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 27 · Balance 9,787 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBrendan Scot Jones Trust | 9,787 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 28
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 28 · Balance 9,787 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectJoshua Thomas Jones Trust | 9,787 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 29
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 29 · Balance 9,787 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBenjamin Douglas Jones Trust | 9,788 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 30
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 30 · Balance 9,788 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectAlexandra Nicole Rogers Trust | 9,788 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 31
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 31 · Balance 9,788 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSLJ 2025 Grantor Retained Annuity Trust | 114,777 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 32
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 32 · Balance 114,777 F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.56 to $68.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.26 to $69.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.27 to $70.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F4: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust.
F5: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · derivative · entry 26 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 136,246 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · derivative · entry 25 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352,822 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,000 | $70.00 | $350,000.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 16 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 0 Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,107 | $69.87 | $77,346.09 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 15 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 5,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.27 to $70.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,893 | $68.75 | $267,643.75 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 14 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 6,107 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.26 to $69.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 13 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 12 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 136,246 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 5,000 | $70.00 | $350,000.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 11 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 1,107 | $69.87 | $77,346.09 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 10 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.27 to $70.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 3,893 | $68.75 | $267,643.75 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 9 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,107 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.26 to $69.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 8 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352,822 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,875 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · derivative · entry 24 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 146,246 Underlying: Class A Common Stock · 4,875 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 4,875 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · derivative · entry 23 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,822 Underlying: Class A Common Stock · 4,875 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,875 | $67.71 | $330,086.25 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.56 to $68.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 4,875 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 146,246 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 4,875 | $67.71 | $330,086.25 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.56 to $68.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 4,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,875 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 21:23 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 4,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000006 · wk-form4_1787347416.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,822 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000004 · wk-form4_1787006894.xml · derivative · entry 14 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 151,121 Underlying: Class A Common Stock · 125 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000004 · wk-form4_1787006894.xml · derivative · entry 13 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,697 Underlying: Class A Common Stock · 125 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 125 | $67.50 | $8,437.50 |
DisclosureSEC source: 0001737783-26-000004 · wk-form4_1787006894.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 0 Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000004 · wk-form4_1787006894.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 125 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000004 · wk-form4_1787006894.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 151,121 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 125 | $67.50 | $8,437.50 |
DisclosureSEC source: 0001737783-26-000004 · wk-form4_1787006894.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass A Common Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000004 · wk-form4_1787006894.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 22:48 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionClass B Common Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001737783-26-000004 · wk-form4_1787006894.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,697 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 22 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Joshua Thomas Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 21 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 20 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Emily Marie Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 19 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 18 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Brendan Scot Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 17 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 19,574 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 16 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Benjamin Douglas Jones Trust Disclosed balance after: 9,788 Underlying: Class A Common Stock · 9,788 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 15 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 29,361 Underlying: Class A Common Stock · 9,788 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 14 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexandra Nicole Rogers Trust Disclosed balance after: 9,788 Underlying: Class A Common Stock · 9,788 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 13 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 39,149 Underlying: Class A Common Stock · 9,788 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 10 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Joshua Thomas Jones Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 9 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 0 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 8 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Emily Marie Jones Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Brendan Scot Jones Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 19,574 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Benjamin Douglas Jones Trust Disclosed balance after: 9,788 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 29,361 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexandra Nicole Rogers Trust Disclosed balance after: 9,788 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 39,149 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | ConversionLLC Units in Goosehead Financial, LLC · Derivative | 28,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · derivative · entry 7 SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,246 Underlying: Class A Common Stock · 28,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by the SLJ Dynasty Trust, in which Serena Jones has a pecuniary interest. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 23:33 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | SaleClass A Common Stock | 300 | $74.99 | $22,497.00 |
DisclosureSEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · nonDerivative · entry 4 SLJ Dynasty Trust · CIK 0001849957 · 10% owner · Member of 10% owner group Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · ownership.direct: Reflects shares of Class A Common Stock, shares of Class B Common Stock or LLC Units, as applicable, held directly by the SLJ Dynasty Trust, in which Serena Jones has a pecuniary interest. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.