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
July 09, 2019 Filed Jul 10, 2019 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	720	$48.20	$34,704.00	Disclosure SEC source: 0001726978-19-000216 · wf-form4_156279350870182.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: 200 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.83 to $48.51, 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
July 09, 2019 Filed Jul 10, 2019 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	4,700	$47.12	$221,464.00	Disclosure SEC source: 0001726978-19-000216 · wf-form4_156279350870182.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: 920 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.80 to $47.45, 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
July 09, 2019 Filed Jul 10, 2019 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	5,620	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000216 · wf-form4_156279350870182.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: 5,620 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
July 09, 2019 Filed Jul 10, 2019 21:18 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	5,620	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000216 · wf-form4_156279350870182.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: 1,035,432 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
July 08, 2019 Filed Jul 9, 2019 20:51 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	5,419	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-19-000211 · wf-form4_156270549927697.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: 1,041,052 Underlying: Class A Common Stock · 5,419 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
July 08, 2019 Filed Jul 9, 2019 20:51 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	5,419	$48.26	$261,528.53	Disclosure SEC source: 0001726978-19-000211 · wf-form4_156270549927697.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 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.90 to $48.81, 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
July 08, 2019 Filed Jul 9, 2019 20:51 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	5,419	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000211 · wf-form4_156270549927697.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: 5,419 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
July 08, 2019 Filed Jul 9, 2019 20:51 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	5,419	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000211 · wf-form4_156270549927697.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: 1,041,052 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
July 05, 2019 Filed Jul 8, 2019 21:50 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	4,647	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-19-000204 · wf-form4_156262262613932.xml · derivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,046,471 Underlying: Class A Common Stock · 4,647 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
July 05, 2019 Filed Jul 8, 2019 21:50 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	100	$49.78	$4,978.00	Disclosure SEC source: 0001726978-19-000204 · wf-form4_156262262613932.xml · nonDerivative · entry 5 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
July 05, 2019 Filed Jul 8, 2019 21:50 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	1,547	$49.13	$76,004.11	Disclosure SEC source: 0001726978-19-000204 · wf-form4_156262262613932.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: 100 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.68 to $49.45, 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
July 05, 2019 Filed Jul 8, 2019 21:50 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	3,000	$47.94	$143,820.00	Disclosure SEC source: 0001726978-19-000204 · wf-form4_156262262613932.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: 1,647 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.46 to $48.39, 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
July 05, 2019 Filed Jul 8, 2019 21:50 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	4,647	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000204 · wf-form4_156262262613932.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: 4,647 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
July 05, 2019 Filed Jul 8, 2019 21:50 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	4,647	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000204 · wf-form4_156262262613932.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: 1,046,471 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
July 03, 2019 Filed Jul 5, 2019 20:46 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	2,228	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-19-000198 · wf-form4_156235959975650.xml · derivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051,118 Underlying: Class A Common Stock · 2,228 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
July 03, 2019 Filed Jul 5, 2019 20:46 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	100	$51.43	$5,143.00	Disclosure SEC source: 0001726978-19-000198 · wf-form4_156235959975650.xml · nonDerivative · entry 5 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
July 03, 2019 Filed Jul 5, 2019 20:46 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	757	$50.66	$38,349.62	Disclosure SEC source: 0001726978-19-000198 · wf-form4_156235959975650.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: 100 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.09 to $51.03, 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
July 03, 2019 Filed Jul 5, 2019 20:46 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	1,371	$49.66	$68,083.86	Disclosure SEC source: 0001726978-19-000198 · wf-form4_156235959975650.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: 857 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.04 to $50.02, 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
July 03, 2019 Filed Jul 5, 2019 20:46 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	2,228	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000198 · wf-form4_156235959975650.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: 2,228 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
July 03, 2019 Filed Jul 5, 2019 20:46 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	2,228	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000198 · wf-form4_156235959975650.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: 1,051,118 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
July 02, 2019 Filed Jul 3, 2019 20:30 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	4,514	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-19-000191 · wf-form4_156218582062086.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: 1,053,346 Underlying: Class A Common Stock · 4,514 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
July 02, 2019 Filed Jul 3, 2019 20:30 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	4,514	$48.91	$220,773.87	Disclosure SEC source: 0001726978-19-000191 · wf-form4_156218582062086.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 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.35 to $49.33, 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
July 02, 2019 Filed Jul 3, 2019 20:30 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	4,514	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000191 · wf-form4_156218582062086.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: 4,514 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
July 02, 2019 Filed Jul 3, 2019 20:30 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	4,514	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000191 · wf-form4_156218582062086.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: 1,053,346 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
July 01, 2019 Filed Jul 2, 2019 21:19 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	9,114	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-19-000182 · wf-form4_156210234923349.xml · derivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,057,860 Underlying: Class A Common Stock · 9,114 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
July 01, 2019 Filed Jul 2, 2019 21:19 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	400	$49.80	$19,920.00	Disclosure SEC source: 0001726978-19-000182 · wf-form4_156210234923349.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.69 to $50.00, 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
July 01, 2019 Filed Jul 2, 2019 21:19 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	2,814	$49.06	$138,054.84	Disclosure SEC source: 0001726978-19-000182 · wf-form4_156210234923349.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.62 to $49.42, 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
July 01, 2019 Filed Jul 2, 2019 21:19 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	4,300	$48.16	$207,088.00	Disclosure SEC source: 0001726978-19-000182 · wf-form4_156210234923349.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: 3,214 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.57 to $48.57, 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
July 01, 2019 Filed Jul 2, 2019 21:19 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	1,600	$47.08	$75,328.00	Disclosure SEC source: 0001726978-19-000182 · wf-form4_156210234923349.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: 7,514 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.45 to $47.45, 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
July 01, 2019 Filed Jul 2, 2019 21:19 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	9,114	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000182 · wf-form4_156210234923349.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: 9,114 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
July 01, 2019 Filed Jul 2, 2019 21:19 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	9,114	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000182 · wf-form4_156210234923349.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: 1,057,860 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 03, 2019 Filed May 6, 2019 21:55 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	24,653	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-19-000125 · wf-form4_155717970368798.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: 1,066,974 Underlying: Class A Common Stock · 24,653 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 03, 2019 Filed May 6, 2019 21:55 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	24,653	$31.12	$767,085.49	Disclosure SEC source: 0001726978-19-000125 · wf-form4_155717970368798.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 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.00 to $31.50, 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 03, 2019 Filed May 6, 2019 21:55 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	24,653	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000125 · wf-form4_155717970368798.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: 24,653 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 03, 2019 Filed May 6, 2019 21:55 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	24,653	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000125 · wf-form4_155717970368798.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: 1,066,974 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
May 02, 2019 Filed May 3, 2019 20:20 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	23,847	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-19-000121 · wf-form4_155691478626942.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: 1,091,627 Underlying: Class A Common Stock · 23,847 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 02, 2019 Filed May 3, 2019 20:20 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	23,847	$31.02	$739,629.01	Disclosure SEC source: 0001726978-19-000121 · wf-form4_155691478626942.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 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.00 to $31.14, 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 02, 2019 Filed May 3, 2019 20:20 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	23,847	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000121 · wf-form4_155691478626942.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: 23,847 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 02, 2019 Filed May 3, 2019 20:20 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	23,847	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000121 · wf-form4_155691478626942.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: 1,091,627 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
February 21, 2019 Filed Feb 25, 2019 22:15 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionLLC Units in Goosehead Financial, LLC · Derivative	1,500	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001726978-19-000045 · wf-form4_155113294249320.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: 1,115,474 Underlying: Class A Common Stock · 1,500 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
February 21, 2019 Filed Feb 25, 2019 22:15 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	SaleClass A Common Stock	1,500	$34.00	$51,004.95	Disclosure SEC source: 0001726978-19-000045 · wf-form4_155113294249320.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 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.00 to $34.01, 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
February 21, 2019 Filed Feb 25, 2019 22:15 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass A Common Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000045 · wf-form4_155113294249320.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: 1,500 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
February 21, 2019 Filed Feb 25, 2019 22:15 UTC	Goosehead Insurance, Inc. GSHD · Entity 4370	ConversionClass B Common Stock	1,500	$0.00	$0.00	Disclosure SEC source: 0001726978-19-000045 · wf-form4_155113294249320.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: 1,115,474 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

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