Serena Jones

Insider Reports History

Identity Names, identifiers, and filing context for this profile. 1 identity field
Reporting-owner location
Westlake, TX
SEC source record Original filing metadata and source links for verification. 1 source field
Latest reporting-owner signature
/s/ Martin Thornthwaite, as Attorney-in-Fact for Serena Jones
Source: Latest parsed Forms 3/4/5 signature
Source evidence Original filing metadata and source links for verification. 1 source field
Transaction source note
Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Serena Jones

Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
352,822
Estimated value
$24,951,571
Report date
20 Aug 2026
Price
$70.72
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
352,822
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
136,246
Estimated value
$9,635,317
Report date
20 Aug 2026
Price
$70.72
Ownership
SLJ Dynasty Trust
Underlying class
Class A Common Stock
Underlying amount
136,246
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
114,777
Estimated value
$8,117,029
Report date
19 Aug 2026
Price
$70.72
Ownership
SLJ 2025 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
114,777
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
9,788
Estimated value
$692,207
Report date
19 Aug 2026
Price
$70.72
Ownership
Alexandra Nicole Rogers Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
9,788
Estimated value
$692,207
Report date
19 Aug 2026
Price
$70.72
Ownership
Benjamin Douglas Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,788
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
9,787
Estimated value
$692,136
Report date
19 Aug 2026
Price
$70.72
Ownership
Brendan Scot Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
9,787
Estimated value
$692,136
Report date
19 Aug 2026
Price
$70.72
Ownership
Emily Marie Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
9,787
Estimated value
$692,136
Report date
19 Aug 2026
Price
$70.72
Ownership
Joshua Thomas Jones Trust
Underlying class
Class A Common Stock
Underlying amount
9,787
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
LLC Units in Goosehead Financial, LLC
Shares / value
0
Estimated value
$0
Report date
22 Aug 2025
Price
$89.03
Ownership
SLJ 2023 Grantor Retained Annuity Trust
Underlying class
Class A Common Stock
Underlying amount
161,094
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
352,822
Estimated value
Report date
20 Aug 2026
Price
Ownership
Direct
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
136,246
Estimated value
Report date
20 Aug 2026
Price
Ownership
SLJ Dynasty Trust
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
114,777
Estimated value
Report date
19 Aug 2026
Price
Ownership
SLJ 2025 Grantor Retained Annuity Trust
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
9,788
Estimated value
Report date
19 Aug 2026
Price
Ownership
Alexandra Nicole Rogers Trust
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
9,788
Estimated value
Report date
19 Aug 2026
Price
Ownership
Benjamin Douglas Jones Trust
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
9,787
Estimated value
Report date
19 Aug 2026
Price
Ownership
Brendan Scot Jones Trust
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
9,787
Estimated value
Report date
19 Aug 2026
Price
Ownership
Emily Marie Jones Trust
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
9,787
Estimated value
Report date
19 Aug 2026
Price
Ownership
Joshua Thomas Jones Trust
Form 4 holding Member of 10% owner group, 10%+ Owner

Goosehead Insurance, Inc.

Security class
Class B Common Stock
Shares / value
0
Estimated value
Report date
22 Aug 2025
Price
Ownership
SLJ 2023 Grantor Retained Annuity Trust

Insider Reports Filed by Serena Jones

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