organization · Reporting owner
SLJ 2023 Grantor Retained Annuity 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
Jointly reported with Jones Serena, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, Emily Marie Jones Trust, Joshua Thomas Jones Trust
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectSLJ 2023 Grantor Retained Annuity Trust | 0 |
Last balance in matching sequence
After 2025-08-22 transaction · row 9
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2025-08-22 · Gift · Disposed 9,788 · Balance 39,149 F1: 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. Row 3 · 2025-08-22 · Gift · Disposed 9,788 · Balance 29,361 F1: 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. Row 5 · 2025-08-22 · Gift · Disposed 9,787 · Balance 19,574 F1: 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. Row 7 · 2025-08-22 · Gift · Disposed 9,787 · Balance 9,787 F1: 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. Row 9 · 2025-08-22 · Gift · Disposed 9,787 · Balance 0 F1: 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
After 2025-08-22 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2025-08-22 · Gift · Acquired 9,788 · Balance 9,788 F1: 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
After 2025-08-22 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2025-08-22 · Gift · Acquired 9,788 · Balance 9,788 F1: 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
After 2025-08-22 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2025-08-22 · Gift · Acquired 9,787 · Balance 9,787 F1: 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 | IndirectEmily Marie Jones Trust | 9,787 |
Reported balance
After 2025-08-22 transaction · row 8
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 8 · 2025-08-22 · Gift · Acquired 9,787 · Balance 9,787 F1: 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
After 2025-08-22 transaction · row 10
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 10 · 2025-08-22 · Gift · Acquired 9,787 · Balance 9,787 F1: 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 2023 Grantor Retained Annuity Trust | 39,149 |
Reported balance
After 2025-08-22 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2025-08-22 · Gift · Disposed 9,788 · Balance 39,149 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. F1: 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 2023 Grantor Retained Annuity Trust | 29,361 |
Reported balance
After 2025-08-22 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2025-08-22 · Gift · Disposed 9,788 · Balance 29,361 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. F1: 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 2023 Grantor Retained Annuity Trust | 19,574 |
Reported balance
After 2025-08-22 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2025-08-22 · Gift · Disposed 9,787 · Balance 19,574 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. F1: 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 2023 Grantor Retained Annuity Trust | 9,787 |
Reported balance
After 2025-08-22 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2025-08-22 · Gift · Disposed 9,787 · Balance 9,787 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. F1: 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 2023 Grantor Retained Annuity Trust | 0 |
Reported balance
After 2025-08-22 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2025-08-22 · Gift · Disposed 9,787 · Balance 0 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. F1: 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
After 2025-08-22 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2025-08-22 · Gift · Acquired 9,788 · Balance 9,788 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. F1: 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
After 2025-08-22 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-08-22 · Gift · Acquired 9,788 · Balance 9,788 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. F1: 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
After 2025-08-22 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2025-08-22 · Gift · Acquired 9,787 · Balance 9,787 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. F1: 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
After 2025-08-22 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2025-08-22 · Gift · Acquired 9,787 · Balance 9,787 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. F1: 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
After 2025-08-22 transaction · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · 2025-08-22 · Gift · Acquired 9,787 · Balance 9,787 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. F1: 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 | Direct | 482,599 |
Reported balance
Holding disclosure · report date 2025-08-22 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 482,599 |
| Class B Common StockSEC Table I · non-derivative | IndirectSLJ Dynasty Trust | 151,246 |
Reported balance
Holding disclosure · report date 2025-08-22 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 151,246 |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 482,599 |
Reported balance
Holding disclosure · report date 2025-08-22 · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · Balance 482,599 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. |
| LLC Units in Goosehead Financial, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSLJ Dynasty Trust | 151,246 |
Reported balance
Holding disclosure · report date 2025-08-22 · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · Balance 151,246 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: 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.
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 |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.