Serena Jones

Insider Reports History

Entity
Individual
Location
1500 Solana Blvd, Building 4, Suite 4500, Westlake, TX
Signature
/s/ John O'Connor, as Attorney-in-Fact for Serena Jones
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Serena Jones:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 370K $27.4M $74.01 Aug 30, 2023 Direct
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 179K $13.3M $74.01 Aug 30, 2023 SLJ Dynasty Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 161K $11.9M $74.01 Aug 30, 2023 SLJ 2023 Grantor Retained Annuity Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 370K Aug 30, 2023 Direct
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 179K Aug 30, 2023 SLJ Dynasty Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 161K Aug 30, 2023 SLJ 2023 Grantor Retained Annuity Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class A Common Stock 0 $74.01 Aug 30, 2023 Direct

Insider Reports Filed by Serena Jones

Symbol Company Period Transactions Value $ Form Type Date Filed Role
GSHD Goosehead Insurance, Inc. Aug 30, 2023 5 -$4.98M 4 Aug 31, 2023 Member of 10% owner group, 10%+ Owner
GSHD Goosehead Insurance, Inc. Jun 26, 2023 4 $0 4 Jun 28, 2023 Member of 10% owner group, 10%+ Owner
GSHD Goosehead Insurance, Inc. May 25, 2023 4 -$11.6K 4 May 30, 2023 Member of 10% owner group, 10%+ Owner
GSHD Goosehead Insurance, Inc. May 22, 2023 8 -$259K 4 May 24, 2023 Member of 10% owner group, 10%+ Owner
GSHD Goosehead Insurance, Inc. May 19, 2023 4 -$604K 4 May 22, 2023 Member of 10% owner group, 10%+ Owner
GSHD Goosehead Insurance, Inc. May 17, 2023 8 -$1.52M 4 May 19, 2023 Member of 10% owner group, 10%+ Owner
GSHD Goosehead Insurance, Inc. Apr 24, 2023 4 $0 4 Apr 26, 2023 Member of 10% owner group, 10%+ Owner