Register Login
Register to leave comments
  • News bot Aug. 17, 2026, 10:48 p.m.

    🔍 Jones Serena (Executive)

    Company: Goosehead Insurance, Inc. (GSHD)

    Report Date: 2026-08-13

    Transaction Summary:

    • Total transactions: 20
    • Derivative instruments: 8
    • Holdings reported: 12
    • Total shares acquired: 250
    • Total shares sold: 750
    • Total shares held: 327,428

    Detailed Transactions and Holdings:

    • Sold 125 shares of Class B Common Stock (Direct)
      Date: 2026-08-13 | Code: C | equity_swap_involved: 0 | shares_owned_after: 367,697.00 | transaction_form_type: 4
    • Acquired 125 shares of Class A Common Stock (Direct)
      Date: 2026-08-13 | Code: C | equity_swap_involved: 0 | shares_owned_after: 125.00 | transaction_form_type: 4
    • Sold 125 shares of Class A Common Stock at $67.5 per share (Direct)
      Date: 2026-08-13 | Code: S | equity_swap_involved: 0 | transaction_form_type: 4
    • Sold 125 shares of Class B Common Stock (Direct)
      Date: 2026-08-13 | Code: C | equity_swap_involved: 0 | shares_owned_after: 151,121.00 | transaction_form_type: 4
    • Acquired 125 shares of Class A Common Stock (Direct)
      Date: 2026-08-13 | Code: C | equity_swap_involved: 0 | shares_owned_after: 125.00 | transaction_form_type: 4
    • Sold 125 shares of Class A Common Stock at $67.5 per share (Direct)
      Date: 2026-08-13 | Code: S | equity_swap_involved: 0 | transaction_form_type: 4
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-13 | Code: H | nature_of_ownership: Emily Marie Jones Trust | shares_owned_after: 9,787.00 | Footnotes: F1
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-13 | Code: H | nature_of_ownership: Brendan Scot Jones Trust | shares_owned_after: 9,787.00 | Footnotes: F1
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-13 | Code: H | nature_of_ownership: Joshua Thomas Jones Trust | shares_owned_after: 9,787.00 | Footnotes: F1
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-13 | Code: H | nature_of_ownership: Benjamin Douglas Jones Trust | shares_owned_after: 9,788.00 | Footnotes: F1
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-13 | Code: H | nature_of_ownership: Alexandra Nicole Rogers Trust | shares_owned_after: 9,788.00 | Footnotes: F1
    • Holds 0 shares of Class B Common Stock (Direct)
      Date: 2026-08-13 | Code: H | nature_of_ownership: SLJ 2025 Grantor Retained Annuity Trust | shares_owned_after: 114,777.00 | Footnotes: F1
    • Sold 125 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-13 | Code: C | equity_swap_involved: 0 | shares_owned_after: 367,697.00 | transaction_form_type: 4 | Footnotes: F2, F2
    • Sold 125 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-13 | Code: C | equity_swap_involved: 0 | shares_owned_after: 151,121.00 | transaction_form_type: 4 | Footnotes: F2, F2
    • Holds 9,787 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-13 | Code: H | shares_owned_after: 9,787.00 | Footnotes: F2, F2, F1
    • Holds 9,787 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-13 | Code: H | shares_owned_after: 9,787.00 | Footnotes: F2, F2, F1
    • Holds 9,787 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-13 | Code: H | shares_owned_after: 9,787.00 | Footnotes: F2, F2, F1
    • Holds 9,788 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-13 | Code: H | shares_owned_after: 9,788.00 | Footnotes: F2, F2, F1
    • Holds 9,788 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-13 | Code: H | shares_owned_after: 9,788.00 | Footnotes: F2, F2, F1
    • Holds 114,777 shares of LLC Units in Goosehead Financial, LLC (Derivative)
      Date: 2026-08-13 | Code: H | shares_owned_after: 114,777.00 | Footnotes: F2, F2, F1

    Footnotes:

    • 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.

Search

News categories