organization · Reporting owner
Brendan Scot Jones Trust
Disclosed activity across 1 company
Sign in to followReported 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 22, 2025 | August 26, 2025 |
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 22, 2025 · Filed August 26, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 9,787 |
Reported balance
Holding disclosure · report date 2025-08-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,787 F1: The reporting person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest in them. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-08-22 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of the securities reported herein except to the extent of its pecuniary interest in them.
F2: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 22 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Joshua Thomas Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 21 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 20 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Emily Marie Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 19 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 18 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Brendan Scot Jones Trust Disclosed balance after: 9,787 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 17 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 19,574 Underlying: Class A Common Stock · 9,787 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 16 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Benjamin Douglas Jones Trust Disclosed balance after: 9,788 Underlying: Class A Common Stock · 9,788 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 15 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 29,361 Underlying: Class A Common Stock · 9,788 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 14 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexandra Nicole Rogers Trust Disclosed balance after: 9,788 Underlying: Class A Common Stock · 9,788 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftLLC Units in Goosehead Financial, LLC · Derivative | 9,788 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · derivative · entry 13 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 39,149 Underlying: Class A Common Stock · 9,788 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 10 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Joshua Thomas Jones Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 9 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 0 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 8 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Emily Marie Jones Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 7 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 6 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Brendan Scot Jones Trust Disclosed balance after: 9,787 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 5 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 19,574 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 4 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Benjamin Douglas Jones Trust Disclosed balance after: 9,788 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 3 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 29,361 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 2 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexandra Nicole Rogers Trust Disclosed balance after: 9,788 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 17:37 UTC | Goosehead Insurance, Inc. GSHD · Entity 4370 | GiftClass B Common Stock | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001726978-25-000122 · wk-form4_1756244265.xml · nonDerivative · entry 1 Jones Serena · CIK 0001737783 · 10% owner · Member of 10% owner group SLJ 2023 Grantor Retained Annuity Trust · CIK 0001983108 · 10% owner · Member of 10% owner group Alexandra Nicole Rogers Trust · CIK 0002081828 · 10% owner · Member of 10% owner group Benjamin Douglas Jones Trust · CIK 0002081833 · 10% owner · Member of 10% owner group Brendan Scot Jones Trust · CIK 0002081831 · 10% owner · Member of 10% owner group Emily Marie Jones Trust · CIK 0002081832 · 10% owner · Member of 10% owner group Joshua Thomas Jones Trust · CIK 0002081827 · 10% owner · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SLJ 2023 Grantor Retained Annuity Trust Disclosed balance after: 39,149 F1 · ownership.direct: Reflects shares of Class B Common Stock or LLC Units, as applicable, held (a) directly by the named trust and (b) indirectly by Serena Jones, who serves as trustee of the named trust and whose immediate family members are beneficiaries of the named trust. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.