person · Reporting owner

Jones Serena

Disclosed activity across 1 company

Tapewire entity: 20874
SEC CIK: 0001737783

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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 API

Purchases/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
November 27, 2023 Filed Nov 29, 2023 23:33 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	27,700	$74.47	$2,062,819.00	Disclosure SEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · nonDerivative · entry 3 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: 300 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.95 to $74.86, 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. 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	ConversionClass A Common Stock	28,000	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · nonDerivative · entry 2 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: 28,000 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. 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	ConversionClass B Common Stock	28,000	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000174 · wk-form4_1701300808.xml · nonDerivative · entry 1 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 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. 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
August 30, 2023 Filed Aug 31, 2023 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	73,000	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000121 · wk-form4_1693516685.xml · derivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,442 Underlying: Class A Common Stock · 73,000 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. 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 30, 2023 Filed Aug 31, 2023 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	200	$69.09	$13,818.00	Disclosure SEC source: 0001726978-23-000121 · wk-form4_1693516685.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document
August 30, 2023 Filed Aug 31, 2023 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	72,800	$68.19	$4,964,232.00	Disclosure SEC source: 0001726978-23-000121 · wk-form4_1693516685.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.00 to $68.99, 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 30, 2023 Filed Aug 31, 2023 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	73,000	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000121 · wk-form4_1693516685.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,000 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 30, 2023 Filed Aug 31, 2023 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	73,000	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000121 · wk-form4_1693516685.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,442 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
June 26, 2023 Filed Jun 28, 2023 22:44 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftLLC Units in Goosehead Financial, LLC · Derivative	161,094	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000083 · wk-form4_1687992236.xml · derivative · 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 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: 161,094 Underlying: Class A Common Stock · 161,094 shares Expires not disclosed F1 · 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. F1 · 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
June 26, 2023 Filed Jun 28, 2023 22:44 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftLLC Units in Goosehead Financial, LLC · Derivative	161,094	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000083 · wk-form4_1687992236.xml · derivative · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,442 Underlying: Class A Common Stock · 161,094 shares Expires not disclosed F1 · 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. F1 · 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
June 26, 2023 Filed Jun 28, 2023 22:44 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftClass B Common Stock	161,094	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000083 · wk-form4_1687992236.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 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: 161,094 Read SEC document
June 26, 2023 Filed Jun 28, 2023 22:44 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftClass B Common Stock	161,094	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000083 · wk-form4_1687992236.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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,442 Read SEC document
May 25, 2023 Filed May 30, 2023 22:14 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	200	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000073 · wk-form4_1685484882.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,536 Underlying: Class A Common Stock · 200 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. F1 · 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. F1 · 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
May 25, 2023 Filed May 30, 2023 22:14 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	200	$58.00	$11,600.00	Disclosure SEC source: 0001726978-23-000073 · wk-form4_1685484882.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document
May 25, 2023 Filed May 30, 2023 22:14 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	200	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000073 · wk-form4_1685484882.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 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
May 25, 2023 Filed May 30, 2023 22:14 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	200	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000073 · wk-form4_1685484882.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,536 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
May 23, 2023 Filed May 24, 2023 22:12 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	600	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · derivative · entry 8 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,736 Underlying: Class A Common Stock · 600 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. F3 · 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. F3 · 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
May 23, 2023 Filed May 24, 2023 22:12 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	600	$58.01	$34,806.00	Disclosure SEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.00 to $58.04, 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
May 23, 2023 Filed May 24, 2023 22:12 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	600	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 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
May 23, 2023 Filed May 24, 2023 22:12 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	600	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,736 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
May 22, 2023 Filed May 24, 2023 22:12 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	3,857	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · derivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,336 Underlying: Class A Common Stock · 3,857 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. F3 · 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. F3 · 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
May 22, 2023 Filed May 24, 2023 22:12 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	3,857	$58.07	$223,975.99	Disclosure SEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 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 $58.00 to $58.61, 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
May 22, 2023 Filed May 24, 2023 22:12 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	3,857	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,857 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
May 22, 2023 Filed May 24, 2023 22:12 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	3,857	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000069 · wk-form4_1684966367.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,336 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
May 19, 2023 Filed May 22, 2023 21:16 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	10,388	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000067 · wf-form4_168479016825457.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609,193 Underlying: Class A Common Stock · 10,388 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
May 19, 2023 Filed May 22, 2023 21:16 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	10,388	$58.11	$603,646.68	Disclosure SEC source: 0001726978-23-000067 · wf-form4_168479016825457.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 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 $58.00 to $58.46, 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
May 19, 2023 Filed May 22, 2023 21:16 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	10,388	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000067 · wf-form4_168479016825457.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,388 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
May 19, 2023 Filed May 22, 2023 21:16 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	10,388	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000067 · wf-form4_168479016825457.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609,193 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
May 18, 2023 Filed May 19, 2023 19:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	3,137	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · derivative · entry 8 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 619,581 Underlying: Class A Common Stock · 3,137 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. F3 · 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. F3 · 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
May 18, 2023 Filed May 19, 2023 19:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	3,137	$58.10	$182,259.70	Disclosure SEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.00 to $58.19 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
May 18, 2023 Filed May 19, 2023 19:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	3,137	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,137 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
May 18, 2023 Filed May 19, 2023 19:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	3,137	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 619,581 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
May 17, 2023 Filed May 19, 2023 19:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	23,010	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · derivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622,718 Underlying: Class A Common Stock · 23,010 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. F3 · 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. F3 · 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
May 17, 2023 Filed May 19, 2023 19:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	23,010	$58.27	$1,340,792.70	Disclosure SEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 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 $58.00 to $58.59, 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
May 17, 2023 Filed May 19, 2023 19:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	23,010	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,010 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
May 17, 2023 Filed May 19, 2023 19:48 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	23,010	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000065 · wf-form4_168452567441173.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622,718 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
April 24, 2023 Filed Apr 26, 2023 21:54 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftLLC Units in Goosehead Financial, LLC · Derivative	72,800	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000038 · wf-form4_168254605887116.xml · derivative · 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: 179,246 Underlying: Class A Common Stock · 72,800 shares Expires not disclosed F1 · 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. F1 · 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
April 24, 2023 Filed Apr 26, 2023 21:54 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftLLC Units in Goosehead Financial, LLC · Derivative	72,800	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-23-000038 · wf-form4_168254605887116.xml · derivative · 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: 645,728 Underlying: Class A Common Stock · 72,800 shares Expires not disclosed F1 · 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. F1 · 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
April 24, 2023 Filed Apr 26, 2023 21:54 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftClass B Common Stock	72,800	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000038 · wf-form4_168254605887116.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: Indirect · SLJ Dynasty Trust Disclosed balance after: 179,246 Read SEC document
April 24, 2023 Filed Apr 26, 2023 21:54 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftClass B Common Stock	72,800	$0.00	$0.00	Disclosure SEC source: 0001726978-23-000038 · wf-form4_168254605887116.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: 645,728 Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftLLC Units in Goosehead Financial, LLC · Derivative	97,943	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-21-000022 · wf-form5_161316421795557.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 97,943 Underlying: Class A Common Stock · 97,943 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. Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftLLC Units in Goosehead Financial, LLC · Derivative	97,943	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-21-000022 · wf-form5_161316421795557.xml · derivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,031 Underlying: Class A Common Stock · 97,943 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. Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftClass B Common Stock	97,943	$0.00	$0.00	Disclosure SEC source: 0001726978-21-000022 · wf-form5_161316421795557.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · SLJ Dynasty Trust Disclosed balance after: 97,943 F1 · kind: This transaction involved a gift of securities by the reporting person to the SLJ Dynasty Trust. Read SEC document
December 29, 2020 Filed Feb 12, 2021 21:10 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	GiftClass B Common Stock	97,943	$0.00	$0.00	Disclosure SEC source: 0001726978-21-000022 · wf-form5_161316421795557.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,031 F1 · kind: This transaction involved a gift of securities by the reporting person to the SLJ Dynasty Trust. Read SEC document
December 01, 2020 Filed Dec 2, 2020 22:34 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	300	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-20-000408 · wf-form4_160694845398069.xml · derivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,974 Underlying: Class A Common Stock · 300 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. F1 · 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. F1 · 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
December 01, 2020 Filed Dec 2, 2020 22:34 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	300	$123.22	$36,966.00	Disclosure SEC source: 0001726978-20-000408 · wf-form4_160694845398069.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document
December 01, 2020 Filed Dec 2, 2020 22:34 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	300	$0.00	$0.00	Disclosure SEC source: 0001726978-20-000408 · wf-form4_160694845398069.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 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
December 01, 2020 Filed Dec 2, 2020 22:34 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	300	$0.00	$0.00	Disclosure SEC source: 0001726978-20-000408 · wf-form4_160694845398069.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,974 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
November 30, 2020 Filed Dec 2, 2020 22:34 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	31,484	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-20-000407 · wf-form4_160694844073180.xml · derivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825,274 Underlying: Class A Common Stock · 31,484 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. F3 · 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. F3 · 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
November 30, 2020 Filed Dec 2, 2020 22:34 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	500	$124.18	$62,090.00	Disclosure SEC source: 0001726978-20-000407 · wf-form4_160694844073180.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $124.09 to $124.53, 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.