Serena Jones

Insider Reports History

Location
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:

Company 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 482,599 $42,965,788 $89.03 22 Aug 2025 Direct
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 151,246 $13,465,431 $89.03 22 Aug 2025 SLJ Dynasty Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 9,788 $871,425 $89.03 22 Aug 2025 Alexandra Nicole Rogers Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 9,788 $871,425 $89.03 22 Aug 2025 Benjamin Douglas Jones Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 9,787 $871,336 $89.03 22 Aug 2025 Brendan Scot Jones Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 9,787 $871,336 $89.03 22 Aug 2025 Emily Marie Jones Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 9,787 $871,336 $89.03 22 Aug 2025 Joshua Thomas Jones Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner LLC Units in Goosehead Financial, LLC 0 $0 $89.03 22 Aug 2025 SLJ 2023 Grantor Retained Annuity Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 482,599 22 Aug 2025 Direct
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 151,246 22 Aug 2025 SLJ Dynasty Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 9,788 22 Aug 2025 Alexandra Nicole Rogers Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 9,788 22 Aug 2025 Benjamin Douglas Jones Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 9,787 22 Aug 2025 Brendan Scot Jones Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 9,787 22 Aug 2025 Emily Marie Jones Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 9,787 22 Aug 2025 Joshua Thomas Jones Trust
Goosehead Insurance, Inc. Member of 10% owner group, 10%+ Owner Class B Common Stock 0 22 Aug 2025 SLJ 2023 Grantor Retained Annuity Trust

Insider Reports Filed by Serena Jones

Symbol Company Period Transactions Value $ Form Type Role Filing Time
GSHD Goosehead Insurance, Inc. 22 Aug 2025 20 $0 4 Member of 10% owner group, 10%+ Owner 26 Aug 2025, 17:37
GSHD Goosehead Insurance, Inc. 30 Aug 2023 5 -$4,978,050 4 Member of 10% owner group, 10%+ Owner 31 Aug 2023, 17:18
GSHD Goosehead Insurance, Inc. 26 Jun 2023 4 $0 4 Member of 10% owner group, 10%+ Owner 28 Jun 2023, 18:44
GSHD Goosehead Insurance, Inc. 25 May 2023 4 -$11,600 4 Member of 10% owner group, 10%+ Owner 30 May 2023, 18:14
GSHD Goosehead Insurance, Inc. 22 May 2023 8 -$258,782 4 Member of 10% owner group, 10%+ Owner 24 May 2023, 18:12
GSHD Goosehead Insurance, Inc. 19 May 2023 4 -$603,647 4 Member of 10% owner group, 10%+ Owner 22 May 2023, 17:16
GSHD Goosehead Insurance, Inc. 17 May 2023 8 -$1,523,052 4 Member of 10% owner group, 10%+ Owner 19 May 2023, 15:48
GSHD Goosehead Insurance, Inc. 24 Apr 2023 4 $0 4 Member of 10% owner group, 10%+ Owner 26 Apr 2023, 17:54